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Summit Financial Wealth Advisors

EST. AUM
$1,799,431,900

CONTACTS
2

CLIENT ACCOUNTS
3,011

Firm Details

Metro area New Orleans
CRD Number 171278
Website summit-financial.com
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Overview

Summit Financial is a $4B RIA in Lafayette, LA that is part of the Focus Financial Partners network. Summit had merged with another RIA, FPL, in 2015. Summit builds models out of Mutual Funds, ETFs, and individual stocks and bonds. The firm's Investment Committee is responsible for is responsible for approval and selection. Summit does also run a wrap program,

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Address

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

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