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
Sumner Financial Advisors Inc.
By the Numbers
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Total Assets Under Management79MILLION
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Total Number of Accounts97ACCOUNTS
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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
Registered Investment Advisor
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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