Summit Financial Group Inc
- Assets, Funds, Holdings
| Summit Financial Group Inc
|
| CRD # | 109485 |
| SEC # | 801-56645 |
| CIK # | 0001765536, 0000811808 |
| AUM |
|
| Employees |
324 (91% Investors, 100% Brokers)
|
| Phone | 561-338-2600 |
| Address | 595 S Federal Highway
Boca Raton, FL 33432-5541 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn] [Facebook]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
16,198
|
2.9 |
| (b) Individuals (high net worth individuals) |
1,780
|
1.5 |
| (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 |
138 |
0.1 |
| (h) Charitable organizations |
40 |
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 |
64 |
0.1 |
| (n) Other |
0 |
0.0 |
| Total |
18,220 |
4.5 |
| By Discretionary |
| Discretionary |
10,257 |
2.3 |
| Non-Discretionary |
7,963 |
2.2 |
| Total |
18,220 |
4.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
4.5 |
| Total |
18,220 |
4.5 |
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