Summit Financial LLC
Legal Name: SUMMIT FINANCIAL, LLC
Other Info
Summit Financial LLC is legally known as SUMMIT FINANCIAL, LLC. It is a DE Limited Liability Company. This firm has 195 employees, of which 62 are employees in advisory roles. It serves 61 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 3, 2018.
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Direct Owners
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CRAIG BARRY WEISS
CHIEF COMPLIANCE OFFICER owns less than 5%
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ESMAT BAHAR HAWKESWORTH
CHIEF LEGAL OFFICER owns less than 5%
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JOSEPH FRANCIS ROWEK
VP FINANCIAL PLANNING owns less than 5%
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MARA DEBORAH STEMPLER
CHIEF FINANCIAL OFFICER owns less than 5%
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MICHAEL COLLIN BREMER
CHIEF OPERATIONS OFFICER owns less than 5%
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STANLEY GREGOR
CEO AND DIRECTOR owns less than 5%
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STEVEN WEINMAN
PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR owns less than 5%
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SUMMIT FINANCIAL HOLDINGS, LLC
OWNER owns 75% or more
Indirect Owners
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STANLEY GREGOR
MEMBER owns more than 25% but less than 50%
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SUMMIT EQUITIES, INC.
MEMBER owns more than 50% but less than 75%
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SUMMIT FINANCIAL SERVICES, LLC
MANAGING MEMBER owns 75% or more
Firms Located Nearby
- Signet Financial Management LLC
- Alphacat Capital Inc
- Morris Retirement Advisors LLC
- Veteri Place Corporation
- Hennion & Walsh Asset Management Inc
- Leicht Financial Planning and Wealth Management Inc
- Nuwave Investment Management LLC
- Wechter Feldman Wealth Management Inc
- Macro Consulting Group LLC
- Potkul Capital Management LLC
Top Holdings
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