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Home > Retirement Planners > new jersey > summit > SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT PLACE FINANCIAL ADVISORS, LLC
18 Bank Street
Suite 202
Summit, New Jersey 07901
Tel: 908-517-5880
About SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT PLACE FINANCIAL ADVISORS, LLC, formally registered with the SEC as SUMMIT PLACE FINANCIAL ADVISORS, LLC. The firm was established in 04/22/2015. They have over 5 offices throughout the country.
SUMMIT PLACE FINANCIAL ADVISORS, LLC is a Summit, New Jersey based Financial Planning firm with nearly $256,398,657 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147984 |
| SEC# | 801-96169 |
| Assets Managed by Firm | $256,398,657 |
| No. of Clients | 338 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 338 | $256,398,657 |
| Individuals (other than high net worth individuals) | 13 | $3,499,357 |
| High net worth individuals | 34 | $246,869,217 |
| Corporations or other businesses | Fewer than 5 clients | $6,030,083 |
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|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $691,908,159,462 | 1840565 | 61 | |
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| $315,351,503,018 | 167 | 558 |
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