SUMMIT FINANCIAL STRATEGIES INC

4111 Worth Ave.
#510
Columbus, Ohio 43219-3599
Tel: 614-885-1115

About SUMMIT FINANCIAL STRATEGIES INC

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 $2,054,390,311 assets under management, offering retirement planning & investment advisory services to 977 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110112
SEC#	801-50616
Assets Managed by Firm	$2,054,390,311
No. of Clients	977
No. of Advisors	32

Fee Structure

A percentage of AUM
Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	977	$2,054,390,311
Individuals (other than high net worth individuals)	399	$164,729,308
High net worth individuals	573	$1,854,373,605
Pension and profit sharing plans	6	$21,220,625
Charitable organizations	5	$14,066,773

More Retirement Planning firms in Columbus, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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