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SUMMIT FINANCIAL MANAGEMENT LLC

CRD 285353

Visit website

1001 W. GLEN OAKS LANE, SUITE 205, MEQUON, WI, 53092, United States

Phone

(262) 236-5090

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$65.0M

Discretionary AUM

$65.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsCORPORATE ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals80$65.0M

All web addresses on file

Official SEC filing: View on IAPD