Summit Financial Partners, Inc.

Summit Financial Partners, Inc. (CRD# 117749) is a financial advisory firm headquartered in Glen Allen, VA. They manage $105,561,444 in 447 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059
https://www.linkedin.com/company/2177919/admin/
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $236,155
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Summit Financial Partners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Luzzatto, financial advisor Glen Allen VA
Jennifer H. Luzzatto
CRD#: 1527156
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059

Jennifer Luzzatto (CRD# 1527156) is an Investment Advisor Representative working at Summit Financial Partners, Inc. in Glen Allen, VA and has 1 year of experience in the finance industry.

2
Michael Sigmon, financial advisor Glen Allen VA
Michael A. Sigmon
CRD#: 6110553
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059

Michael Sigmon (CRD# 6110553) is an Investment Advisor Representative working at Summit Financial Partners, Inc. in Glen Allen, VA and has 1 year 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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