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Building 2SUMMIT FINANCIAL STRATEGIES INC

Map pinCOLUMBUS, OH
Phone614-885-1115
NotebookSEC #801-50616
Total AUM
$2.3B
Employees
35
Clients
1,026

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4111 WORTH AVE.
#510
COLUMBUS
OH 43219-3599
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
614-885-1115

ReceiptFinancials

Total AUM
$2.3B
Accounts
4,149
Discretionary
$2.1B
Accounts
3,812
Non-Discretionary
$236.5M
Accounts
337

ContactClients

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Individual Clients
438
AUM
$217.3M
HNW Individual Clients
575
AUM
$2.1B
Pension/Profit Sharing Plan Clients
8
AUM
$20.3M
Charitable Organization Clients
5
AUM
$14.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINKYLAMAMIMNNCNYOHPASCTXVAWV

HandshakeAffiliates

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

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