Rafael Orlando Velez is listed as Managing Member at Summit Financial Advisors, LLC in San Mateo, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Summit Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Rafael Orlando Velez work?
Rafael Orlando Velez is listed as Managing Member at Summit Financial Advisors, LLC on SEC Form ADV.
How much of Summit Financial Advisors, LLC does Rafael Orlando Velez own?
Form ADV reports a beneficial ownership band of Over 75%.