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
1001 W. Glen Oaks Lane, Suite 205, Mequon, WI 53092
http://www.summitwisconsin.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Summit Financial Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Scalise, financial advisor Mequon WI
Michael W. Scalise
CRD#: 1855608
1001 W. Glen Oaks Lane, Suite 205, Mequon, WI 53092

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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