SUMMIT FINANCIAL CONSULTANTS, INC.
CRD #134192 SEC #801-85186 WESTLAKE VILLAGE, CA 805-418-4565
SEC Registered
Total AUM
$228M
Discretionary
$226.4M
Employees
11
Clients
101
Accounts
597
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $264.5M | $262.7M | $1.8M | 9 | 1 |
| Feb 2022 | $228M | $226.4M | $1.5M | 10 | 1 |
| Dec 2021 | $228M | $226.4M | $1.5M | 11 | 1 |
| Nov 2021 | $228M | $226.4M | $1.5M | 11 | 1 |
| Nov 2021 | $228M | $226.4M | $1.5M | 11 | 1 |
| May 2021 | $228M | $226.4M | $1.5M | 11 | 1 |
| Apr 2021 | $228M | $226.4M | $1.5M | 10 | 1 |
| Mar 2021 | $228M | $226.4M | $1.5M | 10 | 1 |
| Dec 2020 | $198.1M | $196.8M | $1.3M | 10 | 1 |
| Dec 2020 | $198.1M | $196.8M | $1.3M | 10 | 1 |
| Nov 2020 | $198.1M | $196.8M | $1.3M | 10 | 1 |
| Jun 2020 | $198.1M | $196.8M | $1.3M | 10 | 1 |
| Jun 2020 | $198.1M | $196.8M | $1.3M | 10 | 1 |
| Mar 2020 | $198.1M | $196.8M | $1.3M | 10 | 1 |
| Mar 2020 | $175.6M | $159.6M | $16M | 12 | 0 |
| Jan 2020 | $175.6M | $159.6M | $16M | 12 | 0 |
| Sep 2019 | $175.6M | $159.6M | $16M | 11 | 0 |
| Aug 2019 | $175.6M | $159.6M | $16M | 13 | 0 |
| May 2019 | $175.6M | $159.6M | $16M | 14 | 0 |
| May 2019 | $175.6M | $159.6M | $16M | 15 | 0 |
| Apr 2019 | $175.6M | $159.6M | $16M | 14 | 0 |
| Apr 2019 | $175.6M | $159.6M | $16M | 13 | 0 |
| Mar 2019 | $175.6M | $159.6M | $16M | 13 | 0 |
| May 2018 | $221.3M | $199.2M | $22.1M | 13 | 0 |
| Mar 2018 | $221.3M | $199.2M | $22.1M | 13 | 0 |
| Mar 2017 | $211.1M | $181.6M | $29.5M | 8 | 400 |
| Jul 2016 | $132M | $124.9M | $7.1M | 8 | 400 |
| Jan 2016 | $132M | $124.9M | $7.1M | 6 | 200 |
| Dec 2015 | $101.2M | $82.1M | $19.1M | 5 | 0 |
| Dec 2015 | $101.2M | $82.1M | $19.1M | 5 | 0 |
| Jul 2015 | $101.2M | $82.1M | $19.1M | 5 | 0 |
| Jun 2015 | $101.2M | $82.1M | $19.1M | 5 | 0 |
| Mar 2015 | $101.2M | $82.1M | $19.1M | 4 | 0 |
DateMar 2022
Total AUM$264.5M
Discretionary$262.7M
Non-Disc.$1.8M
Employees9
Clients1
DateFeb 2022
Total AUM$228M
Discretionary$226.4M
Non-Disc.$1.5M
Employees10
Clients1
DateDec 2021
Total AUM$228M
Discretionary$226.4M
Non-Disc.$1.5M
Employees11
Clients1
DateNov 2021
Total AUM$228M
Discretionary$226.4M
Non-Disc.$1.5M
Employees11
Clients1
DateNov 2021
Total AUM$228M
Discretionary$226.4M
Non-Disc.$1.5M
Employees11
Clients1
DateMay 2021
Total AUM$228M
Discretionary$226.4M
Non-Disc.$1.5M
Employees11
Clients1
DateApr 2021
Total AUM$228M
Discretionary$226.4M
Non-Disc.$1.5M
Employees10
Clients1
DateMar 2021
Total AUM$228M
Discretionary$226.4M
Non-Disc.$1.5M
Employees10
Clients1
DateDec 2020
Total AUM$198.1M
Discretionary$196.8M
Non-Disc.$1.3M
Employees10
Clients1
DateDec 2020
Total AUM$198.1M
Discretionary$196.8M
Non-Disc.$1.3M
Employees10
Clients1
DateNov 2020
Total AUM$198.1M
Discretionary$196.8M
Non-Disc.$1.3M
Employees10
Clients1
DateJun 2020
Total AUM$198.1M
Discretionary$196.8M
Non-Disc.$1.3M
Employees10
Clients1
DateJun 2020
Total AUM$198.1M
Discretionary$196.8M
Non-Disc.$1.3M
Employees10
Clients1
DateMar 2020
Total AUM$198.1M
Discretionary$196.8M
Non-Disc.$1.3M
Employees10
Clients1
DateMar 2020
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees12
Clients0
DateJan 2020
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees12
Clients0
DateSep 2019
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees11
Clients0
DateAug 2019
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees13
Clients0
DateMay 2019
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees14
Clients0
DateMay 2019
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees15
Clients0
DateApr 2019
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees14
Clients0
DateApr 2019
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees13
Clients0
DateMar 2019
Total AUM$175.6M
Discretionary$159.6M
Non-Disc.$16M
Employees13
Clients0
DateMay 2018
Total AUM$221.3M
Discretionary$199.2M
Non-Disc.$22.1M
Employees13
Clients0
DateMar 2018
Total AUM$221.3M
Discretionary$199.2M
Non-Disc.$22.1M
Employees13
Clients0
DateMar 2017
Total AUM$211.1M
Discretionary$181.6M
Non-Disc.$29.5M
Employees8
Clients400
DateJul 2016
Total AUM$132M
Discretionary$124.9M
Non-Disc.$7.1M
Employees8
Clients400
DateJan 2016
Total AUM$132M
Discretionary$124.9M
Non-Disc.$7.1M
Employees6
Clients200
DateDec 2015
Total AUM$101.2M
Discretionary$82.1M
Non-Disc.$19.1M
Employees5
Clients0
DateDec 2015
Total AUM$101.2M
Discretionary$82.1M
Non-Disc.$19.1M
Employees5
Clients0
DateJul 2015
Total AUM$101.2M
Discretionary$82.1M
Non-Disc.$19.1M
Employees5
Clients0
DateJun 2015
Total AUM$101.2M
Discretionary$82.1M
Non-Disc.$19.1M
Employees5
Clients0
DateMar 2015
Total AUM$101.2M
Discretionary$82.1M
Non-Disc.$19.1M
Employees4
Clients0