SUMMIT FINANCIAL CONSULTING LLC
Doing business as SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST. SEC Form ADV profile.
Total regulatory AUM
$218,950,198
Discretionary
$218,950,198
Non-discretionary
$0
Firm details
- CRD number
- 126570
- SEC file number
- 801-123641
- Main office
- STERLING HEIGHTS, MI, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.