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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Financial Partners Inc
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| CRD # | 117749 |
| SEC # | 801-132822 |
| CIK # | |
| AUM | $124.5 M (2025-04-21) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 804-290-0162 |
| Address | 5231 Hickory Park Drive Glen Allen, VA 23059 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 41.8 |
| (b) Individuals (high net worth individuals) | 36 | 82.7 |
| (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 | 465 | 124.5 |
| By Discretionary | ||
| Discretionary | 465 | 124.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 465 | 124.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.5 | |
| Total | 465 | 124.5 |
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|---|---|---|
|
FIEN Capital Management LLC
✚
|
NY | 0.1 |
|
East Coast Wealth Management Inc
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NJ | 0.1 |
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Calamita Wealth Management Inc
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NC | 0.1 |
|
Desmond Wealth Management Inc
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CA | 0.1 |
|
Integrity Financial Advisors LLC
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MA | 0.1 |
|
Equilibria Wealth Management LLC
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TX | 0.1 |
|
Strategic Advisory Partners LLC
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NC | 0.1 |
|
Cirrus Capital LLC
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MI | 0.1 |
|
Conway Partners Management LLC
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|
NY | 0.1 |
|
TME Financial Inc
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|
CA | 0.1 |