SUMMIT FINANCIAL
Tel: 410-584-9600 11350 Mccormick Road Executive Plaza Iii - Suite 501 Hunt Valley, Maryland 21031
About SUMMIT FINANCIAL
SUMMIT FINANCIAL is a Hunt Valley, Maryland based financial advisory firm with nearly $255,026,324 in assets under management and provides investment advisory services for 583 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
281050
Firm SEC#:
801-120644
Assets Under Management:
$255,026,324
No. of Clients:
583
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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