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Summit Financial

Headquartered in HUNT VALLEY, MD

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Firm Information

Summit Financial is an investment advisor headquartered in HUNT VALLEY, MD. The firm has 4 licensed agents, 6 investment advisor representatives, and 6 registered representatives. They manage approximately $255,026,324 in assets for 583 clients. Summit Financial provides financial planning, portfolio management for individuals, and selection of other advisers. Their client base includes individuals other than high-net-worth individuals, high-net-worth individuals, and corporations or other businesses. They participate in wrap fee programs.

Summit Financial

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$255.03M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SUMMIT FINANCIAL has a total of 1 branch locations across the country.
location

HUNT VALLEY, MD

Advisors at Summit Financial

View All 5 Advisors
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Haider Hasan Thamir

RA

HUNT VALLEY, MD

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Larisa Marie Roth

RA

HUNT VALLEY, MD

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Christopher M Pellegrino

CFA®, RA

HUNT VALLEY, MD

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Michael John Alessi

RA

HUNT VALLEY, MD

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John Stanton Rogers

RA

HUNT VALLEY, MD

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Disclosures

There are no public disclosures for Summit Financial.

Frequently Asked Questions (10)

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