SUMMIT PLACE FINANCIAL ADVISORS,LLC
Doing business as SUMMIT PLACE FINANCIAL ADVISORS, LLC. SEC Form ADV profile.
Total regulatory AUM
$300,404,815
Discretionary
$300,404,815
Non-discretionary
$0
Firm details
- CRD number
- 147984
- SEC file number
- 801-96169
- Main office
- SUMMIT, NJ, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.