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Building 2SUMMIT FINANCIAL STRATEGIES, INC

Map pinAMHERST, NY
Phone716-636-0169
NotebookSEC #801-60102
Total AUM
$59.8M
Employees
3
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CORPORATE PARKWAY
SUITE 314
AMHERST
NY 14226-1200
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
716-636-0169

ReceiptFinancials

Total AUM
$59.8M
Accounts
71
Discretionary
$59.8M
Accounts
71
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$10.6M
HNW Individual Clients
21
AUM
$48.7M
Pension/Profit Sharing Plan Clients
1
AUM
$503.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYTX

HandshakeAffiliates

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

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