Sumner Financial Advisors Inc.
Sumner Financial Advisors Inc. (CRD# 106571) is a financial advisory firm headquartered in , . They manage $79,177,903 in 97 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management79MILLION
Total Number of Accounts97ACCOUNTS
Average Account Value$816,267
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses