Be advised. This firm is no longer registered.

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $816,267
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

MD, VA

Financial Advisors at Sumner Financial Advisors Inc.
No Advisor Found.
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