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Building 2SUMMIT FINANCIAL

Map pinSAN MATEO, CA
Phone650-357-9410
NotebookSEC #801-58179
Total AUM
$519M
Employees
4
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 S. EL CAMINO REAL, SUITE 385
SAN MATEO
CA 94402
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
650-357-9410

ReceiptFinancials

Total AUM
$519M
Accounts
956
Discretionary
$351.4M
Accounts
606
Non-Discretionary
$167.6M
Accounts
350

ContactClients

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Individual Clients
130
AUM
$55.9M
HNW Individual Clients
121
AUM
$463.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNVTXWA

HandshakeAffiliates

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

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