Summit Place Financial Advisors, LLC

Summit Place Financial Advisors, LLC (CRD# 147984) is a financial advisory firm headquartered in Summit, NJ. They manage $238,533,605 in 305 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $782,077
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, NJ, NY, TX

Financial Advisors at Summit Place Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Elizabeth K. Miller
CRD#: 1985197
18 Bank Street, Suite 202, Summit, NJ 07901

Elizabeth Miller (CRD# 1985197) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has over 30 years of experience in the finance industry.

2
Christopher J. Gula
CRD#: 7414788
18 Bank Street, Suite 202, Summit, NJ 07901

Christopher Gula (CRD# 7414788) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has 1 year of experience in the finance industry.

3
Assunta R. McLane
CRD#: 7661656
18 Bank Street, Suite 202, Summit, NJ 07901

Assunta McLane (CRD# 7661656) is an Investment Advisor Representative working at Summit Place Financial Advisors, LLC in Summit, NJ and has 1 year of experience in the finance industry.

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