SUMMIT FINANCIAL OF LOUISIANA INC.
Legal name: SUMMIT FINANCIAL WEALTH ADVISORS
CRD #152049 SEC #801-71021 LAFAYETTE, LA 337-232-1141
SEC Registered
Total AUM
$90.1M
Discretionary
$90.1M
Employees
6
Clients
0
Accounts
42
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $360.1M | $360.1M | $0 | 8 | 275 |
| Jan 2014 | $360.1M | $360.1M | $0 | 8 | 275 |
| Oct 2013 | $245.4M | $245.4M | $0 | 8 | 275 |
| Apr 2013 | $245.4M | $245.4M | $0 | 8 | 275 |
| Feb 2013 | $245.4M | $245.4M | $0 | 8 | 275 |
| Sep 2012 | $90.1M | $90.1M | $0 | 6 | 1 |
| May 2012 | $90.1M | $90.1M | $0 | 6 | 1 |
| Jan 2012 | $56M | $56M | $0 | 6 | 1 |
| May 2011 | $50.7M | $50.7M | $0 | 10 | -- |
| May 2010 | $50.7M | $50.7M | $0 | 10 | -- |
| Jan 2010 | $0 | $0 | $0 | 10 | -- |
DateApr 2014
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees8
Clients275
DateJan 2014
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees8
Clients275
DateOct 2013
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees8
Clients275
DateApr 2013
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees8
Clients275
DateFeb 2013
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees8
Clients275
DateSep 2012
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees6
Clients1
DateMay 2012
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees6
Clients1
DateJan 2012
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees6
Clients1
DateMay 2011
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--