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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