| Name | Title | Ownership | Since |
|---|---|---|---|
| Assunta Rosaria McLane | Managing Director | Under 5% | 2022 |
| Elizabeth Katz Miller Control | Managing Member, Chief Compliance Officer | Over 75% | 2008 |
Summit Place Financial Advisors,llc reports $256.4 million in regulatory assets under management on its Form ADV.
Summit Place Financial Advisors,llc reports 6 employees.
Summit Place Financial Advisors,llc is based in Summit, NJ and has been SEC-registered since 2015.
Summit Place Financial Advisors,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18 Bank Street, Suite 202, Summit, NJ 07901 |
| Phone | 908-517-5880 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $256.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $256.4M |