SUMMIT FINANCIAL PARTNERS, INC.
CRD #117749 SEC #801-132822 GLEN ALLEN, VA 804-290-0162
SEC Registered
Total AUM
$124.5M
Discretionary
$124.5M
Employees
2
Clients
0
Accounts
465
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $124.5M | $124.5M | $0 | 2 | 0 |
| Sep 2025 | $124.5M | $124.5M | $0 | 2 | 0 |
| Apr 2025 | $124.5M | $124.5M | $0 | 3 | 0 |
DateNov 2025
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees2
Clients0
DateSep 2025
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees3
Clients0