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Building 2SUMMER CREEK WEALTH MANAGEMENT, LLC

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Phone518-867-5620
NotebookSEC #801-77248
Total AUM
$12.9M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
518-867-5620

ReceiptFinancials

Total AUM
$12.9M
Accounts
28
Discretionary
$12.6M
Accounts
27
Non-Discretionary
$266.5K
Accounts
1

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

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

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