RIA Intelligence

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

No fee data available. Fee information is extracted from Part 2 brochures.