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Financial Advisor
Maryland
Hunt Valley
SUMMIT FINANCIAL

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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