Overview
Assets Under Management: $122 million
Headquarters: STERLING HEIGHTS, MI
High-Net-Worth Clients: 41
Average Client Assets: $487,932
Frequently Asked Questions
SUMMIT FINANCIAL CONSULTING LLC 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 #126570), SUMMIT FINANCIAL CONSULTING LLC is subject to fiduciary duty under federal law.
SUMMIT FINANCIAL CONSULTING LLC is headquartered in STERLING HEIGHTS, MI.
SUMMIT FINANCIAL CONSULTING LLC serves 41 high-net-worth clients according to their SEC filing dated June 11, 2025. View client details ↓
According to their SEC Form ADV, SUMMIT FINANCIAL CONSULTING LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SUMMIT FINANCIAL CONSULTING LLC manages $122 million in client assets according to their SEC filing dated June 11, 2025.
According to their SEC Form ADV, SUMMIT FINANCIAL CONSULTING LLC serves high-net-worth individuals. View client details ↓
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