Summit Financial Wealth Advisors LLC
Nombre legal: SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Detalles de contacto completos
Summit Financial Wealth Advisors LLC
326 HEYMANN BLVD, LAFAYETTE, LA
337-232-1141
337-232-1137
Otra información
Summit Financial Wealth Advisors LLC es una Compañía de Responsabilidad Limitada que actualmente cuenta con 14 empleados, de los cuales 12 se desempeñan como asesores. Aunque no se conoce el número de clientes que atiende la firma, su estatus de SEC ha sido aprobado, con una fecha de registro del 21 de mayo de 2014, lo que indica su cumplimiento con los requisitos regulatorios.
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Propietarios directos
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DAVID RUSSELL DANIEL
MANAGING PARTNER posee menos de 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) posee 75% o más
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MICHAEL EDWARD PHARR
PARTNER posee menos de 5%
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SUZETTE BROUSSARD
CHIEF COMPLIANCE OFFICER posee menos de 5%
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TODD FARRELL LAMBERT
PARTNER posee menos de 5%
Propietarios indirectos
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FOCUS FINANCIAL PARTNERS, INC.
MEMBER posee 75% o más
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
Empresas ubicadas cerca
Noticias
Top Holdings
- PROSHARES TR $32,896k
- FIRST TR EXCHANGE TRADED FD $27,687k
- ISHARES TR CORE DIV GRWTH $24,007k
- VANGUARD INDEX FDS GROWTH ETF $21,233k
- FIRST TR EXCHANGE-TRADED FD $17,307k
- ISHARES TR $16,406k
- INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL $14,123k
- VANGUARD INDEX FDS MID CAP ETF $13,400k
- AT&T INC $9,741k
- VANGUARD INDEX FDS TOTAL STK MKT $8,357k