Summit Financial Advisors Inc
Legal Name: SUMMIT FINANCIAL ADVISORS, INC.
Full Contact Details
Summit Financial Advisors Inc
41 N BROADWAY, LEBANON, OH
513-424-6300
513-424-1156
Other Info
Summit Financial Advisors, Inc. is an Ohio-based corporation with four employees. All of their employees hold advisory roles, providing expert financial advice to their 39 clients. The firm is registered with the SEC and received its approval on May 6, 2015.
Direct Owners
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ELLEN MARIE WEED
VICE PRESIDENT owns more than 10% but less than 25%
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PETER BENJAMIN MILLER
VICE PRESIDENT/SECRETARY/TREASURER owns more than 10% but less than 25%
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ROGER LOWELL MILLER
PRESIDENT/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%