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Summit Advisors, LLC

EST. AUM
$239,835,320

CONTACTS
2

CLIENT ACCOUNTS
1,382

Firm Details

Metro area Tampa
CRD Number 308521
Website mysummitadvisors.com
Client types

Overview

Summit Advisors, LLC is a Florida-based advisory practice serving entrepreneurs, peak-career professionals, pre-retirees/retirees, and high-net-worth households. The firm delivers tailored planning and portfolio guidance across wealth management and retirement-focused strategies, with services spanning portfolio management, retirement strategies, estate strategies, and risk management solutions such as life insurance and extended-care planning. Summit Advisors, LLC offers investment advisory services through Forefront, a registered investment adviser, and securities through Calton & Associates, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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