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Summit Financial Consulting LLC

● SEC registered since 2022CRD 126570SEC# 801-123641Sterling Heights, MI
Export (members)
Reg. AUM
$122.1M
Employees
6
Accounts
1,539
Location
Sterling Heights, MI

Summit Financial Consulting LLC assets under management

Summit Financial Consulting LLC operates as an SEC-registered investment adviser based in Sterling Heights, MI. The firm has been registered since 2022. It reports $122.1 million in regulatory assets under management and employs 6 people.
www.linkedin.com/in/zachary-bachnerView on SEC.gov ↗

Summit Financial Consulting LLC owners & executives

2 reported
NameTitleOwnershipSince
Kenneth Robert Wink ControlChief Compliance OfficerUnder 5%2010
Robert Louis Wink ControlCeo, Cfo, Coo And CloOver 75%2007

Frequently asked questions

How much does Summit Financial Consulting LLC manage?

Summit Financial Consulting LLC reports $122.1 million in regulatory assets under management on its Form ADV.

How many employees does Summit Financial Consulting LLC have?

Summit Financial Consulting LLC reports 6 employees.

Where is Summit Financial Consulting LLC located?

Summit Financial Consulting LLC is based in Sterling Heights, MI and has been SEC-registered since 2022.

Does Summit Financial Consulting LLC disclose fund performance?

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

Contact & registration

Address43409 Schoenherr Road, Sterling Heights, MI 48313
Phone586-226-2100
Fax586-226-3584
Office hours9:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.1M
Non-discretionary$0
Total (RAUM)$122.1M