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
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees, Commission Based
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