SUMMIT FINANCIAL ADVISORS, INC.
CRD #145007 SEC #801-96206 MIDDLETOWN, OH 513-424-6300
SEC Registered Disclosures
Total AUM
$199.4M
Discretionary
$197.5M
Employees
4
Clients
101
Accounts
426
Disclosures are self-reported events from Form ADV filings. A disclosure does not necessarily indicate wrongdoing.
No disclosures on file for this firm