Summit Financial Strategies Inc

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CAFR Data
Summit Financial Strategies Inc
CRD #110112
SEC #801-50616
CIK #
AUM $1.1 BB (82% Disc, 100% US)
Employees28 (86% Investors, 0% Brokers)
Phone614-885-1115
Address7965 North High Street
Columbus, OH 43235-8446
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
119095271447623802000200620132020
Comparable Firms State AUM ($BB)
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Resource Management LLC
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Morrison Fiduciary Advisors Inc
PA 1.1
Ashen Investment Management LLC
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Stratton Management Company
PA 1.1
HAHN Capital Management LLC
CA 1.1
Osullivan SIMS & Hogan Inc Investment Advisors
OH 1.1
Gillespie Robinson & Grimm Inc
CT 1.1
Beach Investment Counsel Inc
PA 1.1
Heritage Investment Group Inc
FL 1.1
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