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Building 2SUMMIT FINANCIAL PARTNERS, INC.

Map pinGLEN ALLEN, VA
Phone804-290-0162
NotebookSEC #801-132822
Total AUM
$124.5M
Employees
2
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5231 HICKORY PARK DRIVE
SUITE A
GLEN ALLEN
VA 23059
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
804-290-0162

ReceiptFinancials

Total AUM
$124.5M
Accounts
465
Discretionary
$124.5M
Accounts
465
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$41.8M
HNW Individual Clients
36
AUM
$82.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTXVA

HandshakeAffiliates

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

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