Summit Financial, LLC
Summit Financial, LLC (CRD# 299322) is a financial advisory firm headquartered in Parsippany, NJ. They manage $8,015,765,521 in 13,712 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management8,016MILLION
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Total Number of Accounts13,712ACCOUNTS
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Average Account Value$584,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Erin Nordloh (CRD# 5934944) is an Investment Advisor Representative working at Summit Financial, LLC in Farmington Hills, MI and has over 12 years of experience in the finance industry.
Patrick Patin (CRD# 6067869) is an Investment Advisor Representative working at Summit Financial, LLC in Farmington Hills, MI and has over 8 years of experience in the finance industry.
Carla Stamps (CRD# 2203109) is an Investment Advisor Representative working at Summit Financial, LLC in Farmington Hills, MI and has over 17 years of experience in the finance industry.
Noah Valdez (CRD# 7550851) is an Investment Advisor Representative working at Summit Financial, LLC in Leesburg, VA and has 1 year of experience in the finance industry.
Peter Valles (CRD# 2692789) is an Investment Advisor Representative working at Summit Financial, LLC in Morristown, NJ and has over 27 years of experience in the finance industry.