Summit Financial

Summit Financial (CRD# 281050) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $33,826,920 in 210 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $161,081
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, MD, PA, VA

Financial Advisors at Summit Financial
Showing 1 - 4 of 4 top financial advisors.
1
Haider H. Thamir
CRD#: 2095395
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031
93
Wealthminder
score

Haider Thamir (CRD# 2095395) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 23 years of experience in the finance industry.

2
Kenny Kan
CRD#: 6892091
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031
90
Wealthminder
score

Kenny Kan (CRD# 6892091) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has 1 year of experience in the finance industry.

3
Alvin R. Anton
CRD#: 2435540
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031
87
Wealthminder
score

Alvin Anton (CRD# 2435540) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has 1 year of experience in the finance industry.

4
James K. Biggar
CRD#: 1502826
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031
83
Wealthminder
score

James Biggar (CRD# 1502826) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 30 years of experience in the finance industry.

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