SUMMIT FINANCIAL CONSULTING LLC
Legal name: SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
CRD #126570 SEC #801-123641 STERLING HEIGHTS, MI 586-226-2100
SEC Registered
Total AUM
$122.1M
Discretionary
$122.1M
Employees
6
Clients
0
Accounts
1,539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $122.1M | $122.1M | $0 | 6 | 54 |
| Mar 2025 | $122.1M | $122.1M | $0 | 6 | 54 |
| Oct 2024 | $115.1M | $115.1M | $0 | 6 | 14 |
| Jul 2024 | $115.1M | $115.1M | $0 | 6 | 14 |
| Jun 2024 | $115.1M | $115.1M | $0 | 5 | 14 |
| Jun 2024 | $115.1M | $115.1M | $0 | 5 | 14 |
| Mar 2024 | $104.6M | $98.3M | $6.2M | 5 | 14 |
| Feb 2024 | $104.6M | $98.3M | $6.2M | 5 | 14 |
| Sep 2023 | $100M | $93.4M | $6.6M | 5 | 976,266 |
| Mar 2023 | $94.7M | $87.5M | $7.2M | 5 | 878 |
| Oct 2022 | $93.3M | $85.8M | $7.4M | 5 | 12 |
| May 2022 | $103.4M | $88M | $15.5M | 5 | 12 |
| Mar 2022 | $111.4M | $97.3M | $14.1M | 5 | 12 |
DateJun 2025
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients54
DateMar 2025
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees6
Clients54
DateOct 2024
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees6
Clients14
DateJul 2024
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees6
Clients14
DateJun 2024
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees5
Clients14
DateJun 2024
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees5
Clients14
DateMar 2024
Total AUM$104.6M
Discretionary$98.3M
Non-Disc.$6.2M
Employees5
Clients14
DateFeb 2024
Total AUM$104.6M
Discretionary$98.3M
Non-Disc.$6.2M
Employees5
Clients14
DateSep 2023
Total AUM$100M
Discretionary$93.4M
Non-Disc.$6.6M
Employees5
Clients976,266
DateMar 2023
Total AUM$94.7M
Discretionary$87.5M
Non-Disc.$7.2M
Employees5
Clients878
DateOct 2022
Total AUM$93.3M
Discretionary$85.8M
Non-Disc.$7.4M
Employees5
Clients12
DateMay 2022
Total AUM$103.4M
Discretionary$88M
Non-Disc.$15.5M
Employees5
Clients12
DateMar 2022
Total AUM$111.4M
Discretionary$97.3M
Non-Disc.$14.1M
Employees5
Clients12