SUMMIT FINANCIAL STRATEGIES INC
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
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
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