# Summit Place Financial Advisors

Summit Place Financial Advisors is a RIA based in Summit, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Summit, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Undisclosed
- **Website:** https://summitplacefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/9281371

## Regulatory record

- **CRD number:** 147984
- **SEC file number:** 801-96169
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147984

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:20:22.722Z

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