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Financial Advisor
New Jersey
Parsippany
SUMMIT FINANCIAL, LLC

SUMMIT FINANCIAL, LLC

Tel: 973-285-3600 4 Campus Drive Parsippany, New Jersey 07054

About SUMMIT FINANCIAL, LLC

SUMMIT FINANCIAL, LLC is a Parsippany, New Jersey based financial advisory firm with nearly $11,545,251,683 in assets under management and provides investment advisory services for 19276 clients. There are currently 330 financial advisors at the firm.

General Information
Firm CRD#:

299322

Firm SEC#:

801-114377

Assets Under Management:

$11,545,251,683

No. of Clients:

19276

No. of Advisors:

330

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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