Summit Investments And Financial Planning
Summit Investments And Financial Planning (CRD# 323974) is a financial advisory firm headquartered in Uniontown, OH. They manage $5,210,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Summit Investments And Financial Planning
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts58ACCOUNTS
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Average Account Value$89,828
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Summit Investments And Financial Planning
No Advisor Found.
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