Summit Financial Strategies Inc
$2.3B
1,026Clients
21Advisers
30 yearsIn business
Contact this firm
Who works here
- Austen Smith Harrison
- Benjamin Ian Skinner
- Benjamin William Murray
- Brian Todd Sutliff
- Christopher Stanley Bartkowski
- Hannah Fetterman Fitzpatrick
- Joseph Michael Reardon
- Kate Amorette Coghill
- Keegan Ehrsam Vanmeter
- Luke Jared Salcone
- Mark Steven Coffey
- Michael Robert Scherer
- Pearlsea Jain
- Roman Korolchuk
- Samantha Alise Lyman Macchia
- Samuel Thomas Lavielle
- Steven Adam Cavalieri
- Summer Rose Irene Anderson
- Timothy William Swain
- Todd David Anderson
- Wendy S Trout
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Summit Financial Strategies Inc
$2.3B
1,026Clients
21Advisers
30 yearsIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 110112