SUMMIT PLACE FINANCIAL ADVISORS, LLC
Tel: 908-517-5880 18 Bank Street Suite 202 Summit, New Jersey 07901
About SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT PLACE FINANCIAL ADVISORS, LLC is a Summit, New Jersey based financial advisory firm with nearly $256,398,657 in assets under management and provides investment advisory services for 338 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
147984
Firm SEC#:
801-96169
Assets Under Management:
$256,398,657
No. of Clients:
338
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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