No longer SEC-registered. Summit Financial Partners, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$124.5M
Employees
3
Accounts
465
Location
Glen Allen, VA
Summit Financial Partners, Inc. assets under management
Summit Financial Partners, Inc. is an investment advisory firm registered with the SEC based in Glen Allen, VA. It reports $124.5 million in regulatory assets under management and employs 3 people.
How much does Summit Financial Partners, Inc. manage?
Summit Financial Partners, Inc. reports $124.5 million in regulatory assets under management on its Form ADV.
How many employees does Summit Financial Partners, Inc. have?
Summit Financial Partners, Inc. reports 3 employees.
Where is Summit Financial Partners, Inc. located?
Summit Financial Partners, Inc. is based in Glen Allen, VA.
Does Summit Financial Partners, Inc. disclose fund performance?
Summit Financial Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
5231 Hickory Park Drive, Suite a, Glen Allen, VA 23059