SUMMIT FINANCIAL ADVISORS, INC.
Tel: 513-424-6300 300 N. Main Street Suite 500 Middletown, Ohio 45042
About SUMMIT FINANCIAL ADVISORS, INC.
SUMMIT FINANCIAL ADVISORS, INC. is a Middletown, Ohio based financial advisory firm with nearly $188,823,434 in assets under management and provides investment advisory services for 382 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
145007
Firm SEC#:
801-96206
Assets Under Management:
$188,823,434
No. of Clients:
382
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Ohio?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
