SUMMIT FINANCIAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$26,348,347,965
Discretionary
$15,201,186,734
Non-discretionary
$11,147,161,231
Firm details
- CRD number
- 299322
- SEC file number
- 801-114377
- Main office
- PARSIPPANY, NJ, United States
- Employees
- 490
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.