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Home > Retirement Planners > ohio > middletown > SUMMIT FINANCIAL ADVISORS, INC.
SUMMIT FINANCIAL ADVISORS, INC.
300 N. Main Street
Suite 500
Middletown, Ohio 45042
Tel: 513-424-6300
About SUMMIT FINANCIAL ADVISORS, INC.
SUMMIT FINANCIAL ADVISORS, INC, formally registered with the SEC as SUMMIT FINANCIAL ADVISORS, INC. The firm was established in 05/06/2015. They have over 2 offices throughout the country.
SUMMIT FINANCIAL ADVISORS, INC. is a Middletown, Ohio based Financial Planning firm with nearly $188,823,434 assets under management, offering retirement planning & investment advisory services to 382 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145007 |
| SEC# | 801-96206 |
| Assets Managed by Firm | $188,823,434 |
| No. of Clients | 382 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 382 | $188,823,434 |
| Individuals (other than high net worth individuals) | 91 | $26,740,757 |
| High net worth individuals | 37 | $160,861,000 |
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|---|---|---|---|
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