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Building 2SUMMIT PLACE FINANCIAL ADVISORS, LLC

Map pinSUMMIT, NJ
Phone908-517-5880
NotebookSEC #801-69560
Total AUM
$57.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 BANK STREET, SUITE 200
SUMMIT
NJ 07901
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
908-517-5880

ReceiptFinancials

Total AUM
$57.1M
Accounts
98
Discretionary
$57.1M
Accounts
98
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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

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