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Financial Advisor
Louisiana
Lafayette
SUMMIT FINANCIAL WEALTH ADVISORS

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

No. of Advisors:

20

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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