Summit Financial Management LLC
Summit Financial Management LLC (CRD# 285353) is a financial advisory firm headquartered in Mequon, WI. They manage $48,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Summit Financial Management LLC
By the Numbers
-
Total Assets Under Management48MILLION
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$240,000
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Summit Financial Management LLC
1
Michael Scalise (CRD# 1855608) is an Investment Advisor Representative working at Summit Financial Management LLC in Mequon, WI and has over 34 years of experience in the finance industry.
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