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Building 2SUMMIT PLACE FINANCIAL ADVISORS, LLC

Map pinSUMMIT, NJ
Phone908-517-5880
NotebookSEC #801-96169
Total AUM
$300.4M
Employees
6
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 BANK STREET
SUITE 202
SUMMIT
NJ 07901
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
908-517-5880
Other Offices
4

ReceiptFinancials

Total AUM
$300.4M
Accounts
335
Discretionary
$300.4M
Accounts
335
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$2.8M
HNW Individual Clients
50
AUM
$290.9M
Corporation or Business Clients
1
AUM
$6.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANJNY

HandshakeAffiliates

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

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