# Summit Financial Working With People You Trust

Summit Financial Working With People You Trust is a Bank / Wealth / Trust based in Sterling Heights, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sterling Heights, United States
- **Region:** North America
- **Address:** Sterling Heights, MI, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** http://www.summitfc.net
- **LinkedIn:** https://www.linkedin.com/company/zachary-bachner

## Regulatory record

- **CRD number:** 126570
- **SEC file number:** 801-123641
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126570

## About

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.

## Sectors

- Private Wealth Management

## Related profiles

- [Summit Financial Strategies](https://altss.com/profile/summit-financial-strategies)
- [Summit Global Investments](https://altss.com/profile/summit-global-investments-sgi)

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Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/summit-financial-working-with-people-you-trust

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