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SUMNER FINANCIAL ADVISORS INC
301-767-6900
SEC #801-51348Total AUM
$49.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00A.M. TO 5:00P.M.
Monday - Friday
Monday - Friday
Phone
301-767-6900
Financials
Total AUM
$49.4M
Accounts
89Discretionary
$48.2M
Accounts
87Non-Discretionary
$1.2M
Accounts
2
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MDVA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.