← Back to searchVisit website
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT PLACE FINANCIAL ADVISORS,LLC
CRD 147984 · SEC 801-96169
18 BANK STREET, SUITE 202, SUMMIT, NJ, 07901, United States
Phone
908-517-5880
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.4M
Discretionary AUM
$300.4M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.8M |
| High net worth individuals | 50 | $290.9M |
States served
LA, NJ, NY, FL
All web addresses on file
- https://www.linkedin.com/company/9281371/admin/
- https://www.linkedin.com/in/liz-miller-cfa-cfp-5100096/
- https://www.linkedin.com/in/assunta-mclane-mba-73140326
- HTTPS://WWW.SUMMITPLACEFINANCIAL.COM
- https://www.linkedin.com/in/christophergula/
- https://www.facebook.com/summitplacefinancial/
- https://www.linkedin.com/in/kate-feeney-cfa-cfp%C2%AE-58911624/
Official SEC filing: View on IAPD