SUMMIT FINANCIAL STRATEGIES INC
SEC Form ADV profile.
Total regulatory AUM
$2,306,536,262
Discretionary
$2,070,037,261
Non-discretionary
$236,499,001
Firm details
- CRD number
- 110112
- SEC file number
- 801-50616
- Main office
- COLUMBUS, OH, United States
- Employees
- 37
- SEC status
- Approved
- Website
- HTTP://WWW.SUMMITFIN.COM
- Fee structure
-
Percentage of AUM Other
As of October 2026.