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Building 2SUMMIT FINANCIAL

Map pinHUNT VALLEY, MD
Phone410-584-9600
NotebookSEC #801-120644
Total AUM
$255M
Employees
8
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11350 MCCORMICK ROAD
EXECUTIVE PLAZA III - SUITE 501
HUNT VALLEY
MD 21031
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
410-584-9600
Other Offices
3

ReceiptFinancials

Total AUM
$255M
Accounts
583
Discretionary
$255M
Accounts
583
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$26.1M
HNW Individual Clients
133
AUM
$224.3M
Corporation or Business Clients
9
AUM
$4.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDPAVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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