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Summit Financial Consulting LLC

EST. AUM
$218,950,198

CONTACTS
5

CLIENT ACCOUNTS
1,985

Firm Details

Metro area Detroit
CRD Number 126570
Website summitfc.net
Client types

Overview

The company is a registered investment advisory firm based in Michigan, registered with the Securities Exchange Commission. Their mission is to bring holistic financial planning to working-class American families, a service traditionally reserved for high net worth individuals. Unlike typical financial service providers who focus on selling products like investments, annuities, and trusts, this firm offers a comprehensive, concierge-level approach. They ensure that all financial aspects are coordinated in a holistic plan, providing the same level of service that affluent individuals receive. As a family business, they prioritize making clients feel at home and take pride in helping them pursue and maintain financial security. The firm adheres to its fiduciary responsibility, always acting in the best interest of its clients.

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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