Summit Financial
Summit Financial (CRD# 281050) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $196,515,262 in 519 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management197MILLION
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Total Number of Accounts519ACCOUNTS
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Average Account Value$378,642
- 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)
DE, FL, MD, PA, VA
James Biggar (CRD# 1502826) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 36 years of experience in the finance industry.
Haider Thamir (CRD# 2095395) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 29 years of experience in the finance industry.
Christopher Pellegrino (CRD# 5831851) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 13 years of experience in the finance industry.
Larisa Roth (CRD# 6387675) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 3 years of experience in the finance industry.