Overview
Assets Under Management: $3.3 billion
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 3,217
Average Client Assets: $0.5 million
Frequently Asked Questions
SUMMIT FINANCIAL GROUP 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 #109485), SUMMIT FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
SUMMIT FINANCIAL GROUP INC is headquartered in BOCA RATON, FL.
SUMMIT FINANCIAL GROUP INC serves 3,217 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, SUMMIT FINANCIAL GROUP INC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SUMMIT FINANCIAL GROUP INC manages $3.3 billion in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, SUMMIT FINANCIAL GROUP INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3,217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.61%
Average Client Assets: $0.5 million
Total Client Accounts: 14,864
Discretionary Accounts: 4,097
Non-Discretionary Accounts: 10,767
Regulatory Filings
CRD Number: 109485
Filing ID: 1203817
Last Filing Date: 2018-03-30 10:49:00