Summit Financial LLC

Summit Financial, LLC es una compañía de responsabilidad limitada con sede en Delaware que cuenta con 195 empleados y brinda servicios de asesoramiento a 61 clientes. Su estado SEC se reporta como aprobado y su fecha de registro fue el 3 de diciembre de 2018. Con 62 empleados en roles de asesoramiento, Summit Financial LLC está bien equipada para brindar apoyo financiero y orientación a su diversa clientela.

• CRAIG BARRY WEISS

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• ESMAT BAHAR HAWKESWORTH

  CHIEF LEGAL OFFICER posee menos de 5%

• JOSEPH FRANCIS ROWEK

  VP FINANCIAL PLANNING posee menos de 5%

• MARA DEBORAH STEMPLER

  CHIEF FINANCIAL OFFICER posee menos de 5%

• MICHAEL COLLIN BREMER

  CHIEF OPERATIONS OFFICER posee menos de 5%

• STANLEY GREGOR

  CEO AND DIRECTOR posee menos de 5%

• STEVEN WEINMAN

  PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR posee menos de 5%

• SUMMIT FINANCIAL HOLDINGS, LLC

  OWNER posee 75% o más

• STANLEY GREGOR

  MEMBER posee más del 25% pero menos del 50%

• SUMMIT EQUITIES, INC.

  MEMBER posee más del 50% pero menos del 75%

• SUMMIT FINANCIAL SERVICES, LLC

  MANAGING MEMBER posee 75% o más

• Leicht Financial Planning and Wealth Management Inc
• Potkul Capital Management LLC
• Veteri Place Corporation
• Macro Consulting Group LLC
• Morris Retirement Advisors LLC
• Alphacat Capital Inc
• Wechter Feldman Wealth Management Inc
• Signet Financial Management LLC
• Hennion & Walsh Asset Management Inc
• Nuwave Investment Management LLC

• Exploring the Shifting Landscape: Summit Financial Group’s Portfolio Adjustments in Early 2024
• Summit Financial Group, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Summit Financial Group, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Summit Financial Group, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Analyzing Summit Financial Group Inc's Q4 2022 and Q1 2023 13F Holdings Comparison: Significant Changes in Holdings Revealed.
• Summit Financial Announces Partnership with Merchant Investment Management and Industry Veteran Stan Gregor to Launch “SummitVantage” Advisor Solution Suite

• INVESCO EXCHANGETRAD $4,227k
• FIRST COMMUNITY BANKSHARES $3,563k
• INVESCO QQQ TR UNIT SER 1 $3,312k
• DISNEY WALT CO $2,876k
• Apple Inc $2,133k
• LILLY ELI & CO $1,973k
• RGC RES INC COM $1,912k
• FISERV INC $1,816k
• ISHARES TR CORE S&P MCP ETF $1,455k
• ISHARES TR S&P 500 GRWT ETF $1,347k