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SUMMIT FINANCIAL, LLC
PARSIPPANY, NJ
973-285-3600
SEC #801-114377Total AUM
$22.5B
Employees
490Clients
16,137Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4 CAMPUS DRIVE
PARSIPPANY
NJ 07054
United States
PARSIPPANY
NJ 07054
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
973-285-3600
Other Offices
107
Financials
Total AUM
$22.5B
Accounts
36,236Discretionary
$12.2B
Accounts
24,683Non-Discretionary
$10.2B
Accounts
11,553
Clients
Individual Clients
13,243AUM
$5.9B
HNW Individual Clients
2,417AUM
$14B
Pension/Profit Sharing Plan Clients
452AUM
$2.5B
Charitable Organization Clients
4AUM
$14.6M
Corporation or Business Clients
21AUM
$38.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.