Summit Financial Consultants Inc
Legal Name: SUMMIT FINANCIAL CONSULTANTS, INC.
Full Contact Details
Summit Financial Consultants Inc
3075 TOWNSGATE RD., SUITE 180, WESTLAKE VILLAGE, CA
805-418-4565
805-418-4570
Other Info
Summit Financial Consultants, Inc., a California corporation, is an SEC-approved financial consulting firm with a team of 11 employees, including four financial advisors. While the number of clients served by the company is undisclosed, its last reported status with the SEC was approved on April 1, 2015.
thewiseinvestor.net
Summit Financial Consultants is now part of SageView Advisory Group. Click here to be redirected to the SageView website to log in to your accounts. You can access your “Personal Financial Dashboard” by logging in to eMoney.Visual instructions for logging in to your Personal Financial Dashboard …
Direct Owners
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ANGELA MARIE DOWLING
CHIEF COMPLAINCE OFFICER owns less than 5%
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KIMBERLY ALLISON LAU
CHIEF OPERATING OFFICER owns more than 25% but less than 50%
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NEIL ERIC ELMOUCHI
CEO, CHAIRMAN, SENIOR WEALTH ADVISOR & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%