Summit Financial Strategies Inc


Assets, Funds, Holdings

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Summit Financial Strategies Inc
CRD #110112
SEC #801-50616
AUM $1.1 BB (82% Disc, 100% US)
Employees28 (86% Investors, 0% Brokers)
Address7965 North High Street
Columbus, OH 43235-8446
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Michaud Capital Management LLC
CO 1.2
Resource Management LLC
LA 1.2
Morrison Fiduciary Advisors Inc
PA 1.1
Ashen Investment Management LLC
PA 1.1
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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