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Summit Financial Holdings, LLC

OwnerSummit Financial, LLC

About Summit Financial Holdings, LLC

Summit Financial Holdings, LLC is listed as Owner at Summit Financial, LLC in Parsippany, NJ. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Summit Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Summit Financial Holdings, LLC work?

Summit Financial Holdings, LLC is listed as Owner at Summit Financial, LLC on SEC Form ADV.

How much of Summit Financial, LLC does Summit Financial Holdings, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Summit Financial, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2018