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Building 2SUMMIT FINANCIAL WEALTH ADVISORS

Map pinLAFAYETTE, LA
Phone337-232-1141
NotebookSEC #801-71021
Total AUM
$360.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
326 HEYMANN BLVD
LAFAYETTE
LA 70503
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
337-232-1141

ReceiptFinancials

Total AUM
$360.1M
Accounts
465
Discretionary
$360.1M
Accounts
465
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGALAMSTX

HandshakeAffiliates

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

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