Summit Financial Strategies Inc

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Assets, Funds, Holdings

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Summit Financial Strategies Inc
CRD #107818
SEC #801-60102
CIK #
AUM $59.8 MM (100% Disc, 100% US)
Employees3 (67% Investors, 0% Brokers)
Phone716-636-0169
Address100 Corporate Parkway
Amherst, NY 14226-1200
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 30.1
SCHB 22.6
VTIP 19.7
VBK 18.9
IJH 18.3
IJR 13.3
EFA 11.1
SCHF 10.1
SCHM 8.7
SCHA 7.6
View All
Holdings by Sector ($BB)
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