Be advised. This firm is no longer registered.

Summit Financial Group Inc.

Summit Financial Group Inc. (CRD# 109485) is a financial advisory firm headquartered in Boca Raton, FL. They manage $4,530,919,609 in 18,220 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,531
    MILLION
  • Total Number of Accounts
    18,220
    ACCOUNTS
  • Average Account Value
    $248,678
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Summit Financial Group Inc.
No Advisor Found.
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