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Summit Financial Working With People You Trust
Summit Financial is an SEC-registered investment adviser in Sterling Heights, MI, registered since 2022. The firm manages approximately $185 million in assets.
Overview
Summit Financial is an SEC-registered investment adviser in Sterling Heights, MI, registered since 2022. The firm manages approximately $185 million in assets. It has 6 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Sterling Heights
Corporate office
Sterling Heights, MI, United States
Sector focus
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