SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST - Financial Advisor in Michigan, Sterling Heights

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

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)

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