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Financial Advisor
California
San Mateo
SUMMIT FINANCIAL

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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