Summit Financial Advisors LLC
Legal Name: SUMMIT FINANCIAL ADVISORS, LLC
Full Contact Details
Summit Financial Advisors LLC
109 BALDWIN AVENUE, SAN MATEO, CA
650-357-9410
650-357-0718
Other Info
Summit Financial Advisors LLC, a California Limited Liability Company, is currently composed of two employees, both in advisory positions. Although the number of clients served remains undisclosed, they hold an approved status with the U.S. Securities and Exchange Commission since December 1, 2000.
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Direct Owners
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MARK BRYAN PIETROFESA
MEMBER owns more than 50% but less than 75%
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RAFAEL ORLANDO VELEZ
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%