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

Clients

Accounts

338

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 6, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Gula, Christopher, Jeffrey	I	MANAGING DIRECTOR	NA	Control
Gula, Christopher, Jeffrey	I	MANAGING DIRECTOR	NA	Control
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
McLane, Assunta, Rosaria	I	MANAGING DIRECTOR	NA
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
MILLER, ELIZABETH, KATZ	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control

Registrations

Federal

Nov 6, 2025 REGISTERED

Notice Filings (7)

CA FL GA LA NJ NY TX

Address

18 BANK STREET
SUITE 202
SUMMIT, NJ 07901
United States

Phone: 908-517-5880