SUMMIT PLACE FINANCIAL ADVISORS,LLC
Legal name: SUMMIT PLACE FINANCIAL ADVISORS, LLC
CRD #147984 SEC #801-96169 SUMMIT, NJ 908-517-5880
SEC Registered
Total AUM
$256.4M
Discretionary
$256.4M
Employees
6
Clients
1
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $256.4M | $256.4M | $0 | 6 | 0 |
| Sep 2025 | $256.4M | $256.4M | $0 | 6 | 0 |
| Feb 2025 | $256.4M | $256.4M | $0 | 6 | 0 |
| Mar 2024 | $238.5M | $238.5M | $0 | 4 | 0 |
| Mar 2023 | $208M | $208M | $0 | 5 | 0 |
| Mar 2023 | $208M | $208M | $0 | 5 | 0 |
| Oct 2022 | $231.9M | $231.9M | $0 | 6 | 0 |
| Mar 2022 | $231.9M | $231.9M | $0 | 6 | 0 |
| Mar 2022 | $231.9M | $231.9M | $0 | 6 | 0 |
| Apr 2021 | $179.7M | $179.7M | $0 | 3 | 0 |
| Feb 2021 | $179.7M | $179.7M | $0 | 3 | 0 |
| Feb 2021 | $179.7M | $179.7M | $0 | 3 | 0 |
| Nov 2020 | $154.4M | $154.4M | $0 | 5 | 0 |
| May 2020 | $154.4M | $154.4M | $0 | 5 | 0 |
| Mar 2020 | $154.4M | $154.4M | $0 | 5 | 0 |
| Feb 2020 | $154.4M | $154.4M | $0 | 5 | 0 |
| Mar 2019 | $108.6M | $108.6M | $0 | 4 | 0 |
| Mar 2018 | $124.7M | $124.7M | $0 | 4 | 0 |
| Mar 2017 | $110.4M | $110.4M | $0 | 5 | 11 |
| Mar 2016 | $103.7M | $103.7M | $0 | 4 | 11 |
| Apr 2015 | $103.3M | $103.3M | $0 | 5 | 11 |
| Apr 2012 | $57.1M | $57.1M | $0 | 1 | 11 |
| Mar 2012 | $57.1M | $57.1M | $0 | 1 | 11 |
| Mar 2011 | $45.1M | $45.1M | $0 | 5 | -- |
| Jun 2010 | $38.5M | $38.5M | $0 | 5 | -- |
| Sep 2009 | $26.7M | $26.7M | $0 | 5 | -- |
| Feb 2009 | $26.7M | $26.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees6
Clients0
DateSep 2025
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$238.5M
Discretionary$238.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$231.9M
Discretionary$231.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$231.9M
Discretionary$231.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$231.9M
Discretionary$231.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$179.7M
Discretionary$179.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients11
DateMar 2016
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees4
Clients11
DateApr 2015
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees5
Clients11
DateApr 2012
Total AUM$57.1M
Discretionary$57.1M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$57.1M
Discretionary$57.1M
Non-Disc.$0
Employees1
Clients11
DateMar 2011
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees5
Clients--