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).
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Total Assets Under Management239MILLION
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Total Number of Accounts305ACCOUNTS
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Average Account Value$782,077
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, NJ, NY, TX
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.
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.
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.