Overview
Assets Under Management: $221 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 116
Average Client Assets: $1.2 million
Frequently Asked Questions
SUMMIT FINANCIAL CONSULTANTS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134192), SUMMIT FINANCIAL CONSULTANTS, INC. is subject to fiduciary duty under federal law.
SUMMIT FINANCIAL CONSULTANTS, INC. is headquartered in WESTLAKE VILLAGE, CA.
SUMMIT FINANCIAL CONSULTANTS, INC. serves 116 high-net-worth clients according to their SEC filing dated May 01, 2018. View client details ↓
According to their SEC Form ADV, SUMMIT FINANCIAL CONSULTANTS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SUMMIT FINANCIAL CONSULTANTS, INC. manages $221 million in client assets according to their SEC filing dated May 01, 2018.
According to their SEC Form ADV, SUMMIT FINANCIAL CONSULTANTS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.44%
Average Client Assets: $1.2 million
Total Client Accounts: 851
Discretionary Accounts: 806
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 134192
Filing ID: 1215366
Last Filing Date: 2018-05-01 19:05:00