SUMMIT FINANCIAL GROUP, INC.
CRD #117742 SEC #801-62467 FAIRFAX, VA 703-383-1830
SEC Registered
Total AUM
$20M
Discretionary
$0
Employees
5
Clients
51
Accounts
225
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2005 | $20M | $0 | $20M | 5 | -- |
| Jan 2004 | $30.5M | $4M | $26.5M | 5 | -- |
| Oct 2003 | $30.5M | $4M | $26.5M | 5 | -- |
DateDec 2005
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees5
Clients--
DateJan 2004
Total AUM$30.5M
Discretionary$4M
Non-Disc.$26.5M
Employees5
Clients--
DateOct 2003
Total AUM$30.5M
Discretionary$4M
Non-Disc.$26.5M
Employees5
Clients--