| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Lauren Brown Control | Managing Member And Chief Compliance Officer | Over 75% | 2012 |
Summer Creek Wealth Management, LLC reports $46.2 million in regulatory assets under management on its Form ADV.
Summer Creek Wealth Management, LLC reports 1 employees.
Summer Creek Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 518-867-5620 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $41.9M |
| Non-discretionary | $4.3M |
| Total (RAUM) | $46.2M |