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SUMMIT FINANCIAL
11350 Mccormick Road
Executive Plaza Iii - Suite 501
Hunt Valley, Maryland 21031
Tel: 410-584-9600
About SUMMIT FINANCIAL
SUMMIT FINANCIAL, formally registered with the SEC as SUMMIT FINANCIAL. The firm was established in 03/29/2021. They have over 1 offices throughout the country.
SUMMIT FINANCIAL is a Hunt Valley, Maryland based Financial Planning firm with nearly $255,026,324 assets under management, offering retirement planning & investment advisory services to 583 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281050 |
| SEC# | 801-120644 |
| Assets Managed by Firm | $255,026,324 |
| No. of Clients | 583 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 583 | $255,026,324 |
| Individuals (other than high net worth individuals) | 118 | $26,125,415 |
| High net worth individuals | 133 | $224,341,242 |
| Corporations or other businesses | 9 | $4,559,667 |
More Retirement Planning firms in Hunt Valley, Maryland:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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