Summit Financial
Summit Financial (CRD# 109280) is a financial advisory firm headquartered in San Mateo, CA. They manage $428,553,995 in 969 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management429MILLION
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Total Number of Accounts969ACCOUNTS
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Average Account Value$442,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NH, NV, TX, WA
Cristina Albright (CRD# 4180080) is an Investment Advisor Representative working at Summit Financial in San Mateo, CA and has over 23 years of experience in the finance industry.
Rafael Velez (CRD# 2148488) is an Investment Advisor Representative working at Summit Financial in San Mateo, CA and has over 32 years of experience in the finance industry.
Michael Glasser (CRD# 7810510) is an Investment Advisor Representative working at Summit Financial in San Mateo, CA and has 1 year of experience in the finance industry.