Overview
Assets Under Management: $256 million
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 34
Average Client Assets: $7 million
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
Last Filing Date: 2025-02-21 00:00:00
Website: https://summitplacefinancial.com