Overview
Assets Under Management: $256 million
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 34
Average Client Assets: $7 million
Frequently Asked Questions
SUMMIT PLACE FINANCIAL ADVISORS, 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 #147984), SUMMIT PLACE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SUMMIT PLACE FINANCIAL ADVISORS, LLC is headquartered in SUMMIT, NJ.
SUMMIT PLACE FINANCIAL ADVISORS, LLC serves 34 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, SUMMIT PLACE FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SUMMIT PLACE FINANCIAL ADVISORS, LLC manages $256 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, SUMMIT PLACE FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.28
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 338
Discretionary Accounts: 338
Regulatory Filings
CRD Number: 147984
Filing ID: 2025678
Last Filing Date: 2025-11-06 16:47:54
Website: 4