Summit Financial, LLC
Summit Financial, LLC (CRD# 299322) is a financial advisory firm headquartered in Parsippany, NJ. They manage $6,154,141,421 in 11,930 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management6,154MILLION
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Total Number of Accounts11,930ACCOUNTS
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Average Account Value$515,854
- 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
Michael Halvorsen (CRD# 3101410) is an Investment Advisor Representative working at Summit Financial, LLC in Doylestown, PA and has 1 year of experience in the finance industry.
Ryan Hanisak (CRD# 4903515) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 15 years of experience in the finance industry.
Neill Hatcher (CRD# 4332566) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 12 years of experience in the finance industry.
Brandon Horton (CRD# 4569003) is an Investment Advisor Representative working at Summit Financial, LLC in Birmingham, AL and has over 21 years of experience in the finance industry.
Nicholas Houmis (CRD# 1446580) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 37 years of experience in the finance industry.
Gregory Jandoli (CRD# 1874549) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 35 years of experience in the finance industry.
Wally Jandoli (CRD# 829358) is an Investment Advisor Representative working at Summit Financial, LLC in Manalapan, NJ and has over 36 years of experience in the finance industry.
Daniel Jonker (CRD# 1245488) is an Investment Advisor Representative working at Summit Financial, LLC in New Milford, CT and has over 27 years of experience in the finance industry.
Kenan Kashlan (CRD# 4477969) is an Investment Advisor Representative working at Summit Financial, LLC in Jersey City, NJ and has over 22 years of experience in the finance industry.
Kevin Kreuzer (CRD# 2445697) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 19 years of experience in the finance industry.