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Building 2SUMMER CREEK WEALTH MANAGEMENT, LLC

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Phone518-867-5620
NotebookSEC #801-129913
Total AUM
$50.8M
Employees
1
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
518-867-5620

ReceiptFinancials

Total AUM
$50.8M
Accounts
51
Discretionary
$50.1M
Accounts
49
Non-Discretionary
$695.7K
Accounts
2

ContactClients

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Individual Clients
12
AUM
$3.3M
HNW Individual Clients
39
AUM
$47.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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