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Summit Financial Advisors, LLC

CRD 109280SEC# 801-58179San Mateo, CA
Export (members)
No longer SEC-registered. Summit Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$519M
Employees
4
Accounts
956
Location
San Mateo, CA

Summit Financial Advisors, LLC assets under management

Summit Financial Advisors, LLC is an SEC-registered investment adviser based in San Mateo, CA. It reports $519 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Summit Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Cristina Petersen AlbrightCcoUnder 5%2021
Michael J Glasser ControlChief Executive Officer5-10%2024
Rafael Orlando Velez ControlManaging MemberOver 75%1998

Frequently asked questions

How much does Summit Financial Advisors, LLC manage?

Summit Financial Advisors, LLC reports $519 million in regulatory assets under management on its Form ADV.

How many employees does Summit Financial Advisors, LLC have?

Summit Financial Advisors, LLC reports 4 employees.

Where is Summit Financial Advisors, LLC located?

Summit Financial Advisors, LLC is based in San Mateo, CA.

Does Summit Financial Advisors, LLC disclose fund performance?

Summit Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1700 S. el Camino Real, Suite 385, San Mateo, CA 94402
Office hours9a.m.-5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$351.4M
Non-discretionary$167.6M
Total (RAUM)$519M