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Building 2SUMMIT FINANCIAL WEALTH ADVISORS

Map pinLAFAYETTE, LA
Phone337-232-1141
NotebookSEC #801-79686
Total AUM
$1.8B
Employees
22
Clients
1,265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1021 E. ST. MARY BLVD.
LAFAYETTE
LA 70503
United States
Operating Hours
8:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
337-232-1141
Other Offices
5

ReceiptFinancials

Total AUM
$1.8B
Accounts
3,011
Discretionary
$1.7B
Accounts
2,997
Non-Discretionary
$80.2M
Accounts
14

ContactClients

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Individual Clients
940
AUM
$418.4M
HNW Individual Clients
268
AUM
$1.2B
Pension/Profit Sharing Plan Clients
21
AUM
$91M
Charitable Organization Clients
5
AUM
$13.2M
Government Entity Clients
1
AUM
$7.5M
Corporation or Business Clients
30
AUM
$98.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCOFLGALAMOMSOKTNTXVA

HandshakeAffiliates

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

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