SUMMIT FINANCIAL SERVICES, LLC
Legal name: SUMMIT CAPITAL ADVISORS
CRD #116737 SEC #801-66622 TACOMA, WA 253-589-1401
SEC Registered
Total AUM
$31.6M
Discretionary
$31.6M
Employees
5
Clients
51
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $23.1M | $23.1M | $0 | 5 | -- |
| Mar 2007 | $31.6M | $31.6M | $0 | 5 | -- |
DateMar 2009
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--