SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

43409 Schoenherr Road
Sterling Heights, Michigan 48313
Tel: 586-226-2100

About SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST, formally registered with the SEC as SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST. The firm was established in 04/07/2022. They have over 1 offices throughout the country.

SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST is a Sterling Heights, Michigan based Financial Planning firm with nearly $122,131,914 assets under management, offering retirement planning & investment advisory services to 1539 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126570
SEC#	801-123641
Assets Managed by Firm	$122,131,914
No. of Clients	1539
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1539	$122,131,914
Individuals (other than high net worth individuals)	896	$101,863,439
High net worth individuals	41	$20,005,212
Corporations or other businesses	4	$263,263

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