SUMMIT FINANCIAL STRATEGIES, INC
CRD #107818 SEC #801-60102 AMHERST, NY 716-636-0169
SEC Registered
Total AUM
$59.8M
Discretionary
$59.8M
Employees
3
Clients
51
Accounts
71
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $59.8M | $59.8M | $0 | 3 | 0 |
| Jun 2018 | $58.6M | $58.6M | $0 | 3 | 0 |
| Jun 2018 | $63.5M | $63.5M | $0 | 3 | 0 |
| May 2018 | $63.5M | $63.5M | $0 | 3 | 0 |
| Apr 2018 | $63.5M | $63.5M | $0 | 3 | 0 |
| Jun 2017 | $54.7M | $54.7M | $0 | 3 | 26 |
| Jun 2017 | $49.1M | $49.1M | $0 | 3 | 26 |
| Jun 2016 | $49.1M | $49.1M | $0 | 3 | 26 |
| Jun 2015 | $55.1M | $55.1M | $0 | 3 | 26 |
| Jun 2014 | $51.9M | $51.9M | $0 | 4 | 26 |
| Apr 2013 | $50.2M | $50.2M | $0 | 4 | 26 |
| Oct 2012 | $54.7M | $54.7M | $0 | 1 | 26 |
| Sep 2012 | $54.7M | $54.7M | $0 | 1 | 26 |
| Feb 2012 | $54.7M | $54.7M | $0 | 1 | 26 |
| Jun 2011 | $57.3M | $57.3M | $0 | 5 | -- |
| Jul 2010 | $47.6M | $47.6M | $0 | 5 | -- |
| Jun 2010 | $47.6M | $47.6M | $0 | 5 | -- |
| Jun 2009 | $50.7M | $50.7M | $0 | 5 | -- |
| Sep 2005 | $49.3M | $49.3M | $0 | 5 | -- |
| Jun 2005 | $49.3M | $49.3M | $0 | 5 | -- |
| Jun 2004 | $48.4M | $48.4M | $0 | 5 | -- |
DateApr 2019
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$58.6M
Discretionary$58.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees3
Clients26
DateJun 2017
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees3
Clients26
DateJun 2016
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees3
Clients26
DateJun 2015
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees3
Clients26
DateJun 2014
Total AUM$51.9M
Discretionary$51.9M
Non-Disc.$0
Employees4
Clients26
DateApr 2013
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees4
Clients26
DateOct 2012
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees1
Clients26
DateSep 2012
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$57.3M
Discretionary$57.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$48.4M
Discretionary$48.4M
Non-Disc.$0
Employees5
Clients--