SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Tel: 586-226-2100 43409 Schoenherr Road Sterling Heights, Michigan 48313
About SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST is a Sterling Heights, Michigan based financial advisory firm with nearly $122,131,914 in assets under management and provides investment advisory services for 1539 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
126570
Firm SEC#:
801-123641
Assets Under Management:
$122,131,914
No. of Clients:
1539
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops
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