1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

Map pinSTERLING HEIGHTS, MI
Phone586-226-2100
NotebookSEC #801-123641
Total AUM
$184.7M
Employees
6
Clients
1,085

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43409 SCHOENHERR ROAD
STERLING HEIGHTS
MI 48313
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
586-226-2100

ReceiptFinancials

Total AUM
$184.7M
Accounts
1,916
Discretionary
$184.7M
Accounts
1,916
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
999
AUM
$127.4M
HNW Individual Clients
82
AUM
$57M
Corporation or Business Clients
4
AUM
$274.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account