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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUZZATTO, JENNIFER, HELTON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUZZATTO, JENNIFER, HELTON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUZZATTO, JENNIFER, HELTON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SIGMON, MICHAEL, ANTHONY | I | SHAREHOLDER | B | |
| SIGMON, MICHAEL, ANTHONY | I | SHAREHOLDER | B |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (3)
NC TX VA
Address
5231 HICKORY PARK DRIVESUITE A
GLEN ALLEN, VA 23059
United States
Phone: 804-290-0162