SUMMIT FINANCIAL
Tel: 650-357-9410 1700 S. El Camino Real, Suite 385 San Mateo, California 94402
About SUMMIT FINANCIAL
SUMMIT FINANCIAL is a San Mateo, California based financial advisory firm with nearly $499,355,666 in assets under management and provides investment advisory services for 916 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
109280
Firm SEC#:
801-58179
Assets Under Management:
$499,355,666
No. of Clients:
916
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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