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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Financial Advisors LLC
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| CRD # | 109280 |
| SEC # | 801-58179 |
| CIK # | 0002055275, 0001055980, 0001128905 |
| AUM | $519.0 M (2025-03-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 650-357-9410 |
| Address | 1700 S El Camino Real, Suite 385 San Mateo, CA 94402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055275 0001055980 0001128905 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 55.9 |
| (b) Individuals (high net worth individuals) | 121 | 463.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 956 | 519.0 |
| By Discretionary | ||
| Discretionary | 606 | 351.4 |
| Non-Discretionary | 350 | 167.6 |
| Total | 956 | 519.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 517.0 | |
| Total | 956 | 519.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001055980] | |
| 13F-HR | [0002055275] |
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|---|---|---|
|
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UT | 0.5 |
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Fairfield Bush & Co
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Compass Financial Management LLC
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O'Rourke & Company Incorporated
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CPA Asset Management Group LLC
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Trunorth Wealth Partners LLC
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