| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lawrence McElynn Control | Chief Compliance Officer | Under 5% | 2024 |
| Esmat Bahar Hawkesworth Control | Chief Legal Officer,, Director | Under 5% | 2019 |
| Mara Deborah Stempler Control | Chief Financial Officer | Under 5% | 2018 |
Summit Financial, LLC reports $15 billion in regulatory assets under management on its Form ADV.
Summit Financial, LLC reports 353 employees.
Summit Financial, LLC is based in Parsippany, NJ and has been SEC-registered since 2018.
Summit Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4 Campus Drive, Parsippany, NJ 07054 |
| Phone | 973-285-3600 |
| Fax | 973-285-3690 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $7.38B |
| Non-discretionary | $7.58B |
| Total (RAUM) | $14.96B |