SUMMIT FINANCIAL WEALTH ADVISORS

1021 E. St. Mary Blvd.
Lafayette, Louisiana 70503
Tel: 337-232-1141

About SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS, formally registered with the SEC as SUMMIT FINANCIAL WEALTH ADVISORS. The firm was established in 05/21/2014. They have over 5 offices throughout the country.

SUMMIT FINANCIAL WEALTH ADVISORS is a Lafayette, Louisiana based Financial Planning firm with nearly $1,243,129,187 assets under management, offering retirement planning & investment advisory services to 2290 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171278
SEC#	801-79686
Assets Managed by Firm	$1,243,129,187
No. of Clients	2290
No. of Advisors	19

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(REVENUE SHARE WITH AFFILIATE, FOCUS TREASURY & CREDIT SOLUTIONS)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2290	$1,243,129,187
Individuals (other than high net worth individuals)	713	$212,799,040
High net worth individuals	266	$835,090,157
Pension and profit sharing plans	12	$173,991,959
Charitable organizations	5	$10,299,797
Corporations or other businesses	23	$10,948,234

Inquire with SUMMIT FINANCIAL WEALTH ADVISORS

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NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$12,683,180,123	48067	499
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,431,505,745	10	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,302,559,870	1808	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048	$1,954,920,079	12	7
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$1,673,599,482	6108	36

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