SUMMIT FINANCIAL WEALTH ADVISORS

Tel: 337-232-1141 1021 E. St. Mary Blvd. Lafayette, Louisiana 70503

About SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT FINANCIAL WEALTH ADVISORS is a Lafayette, Louisiana based financial advisory firm with nearly $1,430,463,689 in assets under management and provides investment advisory services for 2455 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

171278

Firm SEC#:

801-79686

Assets Under Management:

$1,430,463,689

No. of Clients:

2455

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Other (DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS)

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