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Building 2SUMMIT WEALTH PARTNERS, LLC

Map pinORLANDO, FL
Phone407.656.2252
NotebookSEC #801-64042
Total AUM
$378M
Employees
26
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 N. MAGNOLIA AVENUE
SUITE 105
ORLANDO
FL 32803
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
407.656.2252

ReceiptFinancials

Total AUM
$378M
Accounts
1,020
Discretionary
$338M
Accounts
950
Non-Discretionary
$40M
Accounts
70

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MODEL MANAGER/STRATEGIST
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAMINCOHSCTXVA

HandshakeAffiliates

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

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