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Home > Retirement Planners > new jersey > parsippany > SUMMIT FINANCIAL, LLC
SUMMIT FINANCIAL, LLC
4 Campus Drive
Parsippany, New Jersey 07054
Tel: 973-285-3600
About SUMMIT FINANCIAL, LLC
SUMMIT FINANCIAL, LLC, formally registered with the SEC as SUMMIT FINANCIAL, LLC. The firm was established in 12/03/2018. They have over 48 offices throughout the country.
SUMMIT FINANCIAL, LLC is a Parsippany, New Jersey based Financial Planning firm with nearly $11,545,251,683 assets under management, offering retirement planning & investment advisory services to 19276 clients. The firm is staffed with 330 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299322 |
| SEC# | 801-114377 |
| Assets Managed by Firm | $11,545,251,683 |
| No. of Clients | 19276 |
| No. of Advisors | 330 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19276 | $11,545,251,683 |
| Individuals (other than high net worth individuals) | 13519 | $2,995,704,413 |
| High net worth individuals | 5614 | $8,384,716,680 |
| Pension and profit sharing plans | 92 | $90,605,230 |
| Charitable organizations | 10 | $17,863,884 |
| Corporations or other businesses | 41 | $56,361,476 |
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