SUMMIT FINANCIAL

1700 S. El Camino Real, Suite 385
San Mateo, California 94402
Tel: 650-357-9410

About SUMMIT FINANCIAL

SUMMIT FINANCIAL, formally registered with the SEC as SUMMIT FINANCIAL. The firm was established in 12/01/2000. They have over 1 offices throughout the country.

SUMMIT FINANCIAL is a San Mateo, California based Financial Planning firm with nearly $499,355,666 assets under management, offering retirement planning & investment advisory services to 916 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109280
SEC#	801-58179
Assets Managed by Firm	$499,355,666
No. of Clients	916
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	916	$499,355,666
Individuals (other than high net worth individuals)	137	$59,161,620
High net worth individuals	113	$440,194,046

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