SUMMIT FINANCIAL STRATEGIES INC - Financial Advisor in Ohio, Columbus

Tel: 614-885-1115 4111 Worth Ave. #510 Columbus, Ohio 43219-3599

About SUMMIT FINANCIAL STRATEGIES INC

SUMMIT FINANCIAL STRATEGIES INC is a Columbus, Ohio based financial advisory firm with nearly $2,054,390,311 in assets under management and provides investment advisory services for 977 clients. There are currently 32 financial advisors at the firm.

General Information

Firm CRD#:

110112

Firm SEC#:

801-50616

Assets Under Management:

$2,054,390,311

No. of Clients:

977

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Other (FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH)

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