Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

SUMMIT FINANCIAL CONSULTING LLC

dba SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST · CRD 126570 · Registered Investment Adviser

SUMMIT FINANCIAL CONSULTING LLC is a Registered Investment Adviser headquartered in STERLING HEIGHTS, MI. The firm reports $184,673,370 in regulatory assets under management across 1,916 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$184,673,370
Non-discretionary$0
Total RAUM$184,673,370
Accounts1,916

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 126570. adviserinfo.sec.gov/firm/summary/126570.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.