Overview
Assets Under Management: $122 million
Headquarters: STERLING HEIGHTS, MI
High-Net-Worth Clients: 41
Average Client Assets: $487,932
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.38
Average High-Net-Worth Client Assets: $487,932
Total Client Accounts: 1,539
Discretionary Accounts: 1,539
Regulatory Filings
CRD Number: 126570
Filing ID: 1997317
Last Filing Date: 2025-06-11 13:28:00
Website: https://summitfc.net