Active
SUMMIT FINANCIAL PARTNERS, INC.
Investment Advice|GLEN ALLEN, VA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$124.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 124.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 117749 |
| SEC Number | 801-132822 |
| Street Address | 5231 HICKORY PARK DRIVE |
| Street Address 2 | SUITE A |
| Location | GLEN ALLEN, VA 23059 |
| Country | United States |
| Phone | 804-290-0162 |
| Fax | 804-273-0976 |
| Total Employees | 3 |
Client Count by Type (130 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 94 |
| High Net Worth Individual… | 36 |
County data not available for this organization.