4111 Worth Ave.
#510
Columbus, Ohio 43219-3599
Tel: 614-885-1115
SUMMIT FINANCIAL STRATEGIES INC, formally registered with the SEC as SUMMIT FINANCIAL STRATEGIES INC. The firm was established in 11/15/1995. They have over 1 offices throughout the country.
SUMMIT FINANCIAL STRATEGIES INC is a Columbus, Ohio based Financial Planning firm with nearly $1,560,747,194 assets under management, offering retirement planning & investment advisory services to 3729 clients. The firm is staffed with 30 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110112 |
SEC# | 801-50616 |
Assets Managed by Firm | $1,560,747,194 |
No. of Clients | 3729 |
No. of Advisors | 30 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3729 | $1,560,747,194 |
Individuals (other than high net worth individuals) | 437 | $179,961,650 |
High net worth individuals | 471 | $1,346,180,386 |
Pension and profit sharing plans | 11 | $25,249,370 |
Charitable organizations | 5 | $9,355,788 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
Explore More Retirement Advisors in Columbus, Ohio