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Summit Place Financial Advisors
Summit Place Financial Advisors is a ria based in Summit; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts...
Summit Place Financial Advisors
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Summit
Corporate office
Birmingham, AL, United States
Frequently asked questions
What type of firm is Summit Place Financial Advisors?
Summit Place Financial Advisors is a registered investment advisor (RIA) headquartered in Birmingham, Alabama. RIAs are fiduciary firms that provide personalized investment advice to clients, typically managing assets on a discretionary basis.
Does Summit Place Financial Advisors disclose its investment strategy?
No publicly available details outline Summit Place's investment strategy or asset-class mix. As an RIA, it likely offers a range of services from portfolio management to financial planning, but specifics remain unconfirmed through public sources.
Who founded Summit Place Financial Advisors?
No public records identify the founder or principals of Summit Place Financial Advisors. The firm's ownership structure is not disclosed in available public databases.
Is Summit Place Financial Advisors a family office?
The firm is registered as an RIA, not a family office. While some RIAs effectively operate as multi-family offices, Summit Place does not publicly present itself under that structure.
What AUM does Summit Place Financial Advisors manage?
Summit Place has not publicly disclosed its assets under management. The firm may have minimal regulatory filing thresholds, but no AUM figure is available in public records.
Does Summit Place Financial Advisors have a physical office?
The firm is registered in Birmingham, Alabama, which is its known office location. No additional offices or branches are listed in available sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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