|
Summit Financial Consultants Inc
✚
|
|
|---|---|
| CRD # | 134192 |
| SEC # | 801-85186 |
| CIK # | |
| AUM | $175.6 MM (91% Disc, 100% US) |
| Employees | 11 (36% Investors, 27% Brokers) |
| Phone | 805-418-4565 |
| Address | 3075 Townsgate Rd Westlake Village, CA 91361 |
| Source |
IAPD
Website
Facebook
|
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LIND Capital Partners LLC
✚
|
IL | 0.2 |
|
Lloyd Advisory Services LLC
✚
|
GA | 0.2 |
|
Clearbrook Investment Solutions LLC
✚
|
NY | 0.2 |
|
The Robare Group Ltd
✚
|
TX | 0.2 |
|
JPS Financial LLC
✚
|
OH | 0.2 |
|
Vergepointe Wealth Management LLC
✚
|
OR | 0.2 |
|
Riverpath Investments LLC
✚
|
CA | 0.2 |
|
Lifestyle Asset Management Inc
✚
|
TX | 0.2 |
|
Morris Capital Advisors Inc
✚
|
PA | 0.2 |
|
Hoyle Capital Management Inc
✚
|
CA | 0.2 |