Summit Financial Wealth Advisors LLC
Legal Name: SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Full Contact Details
Summit Financial Wealth Advisors LLC
326 HEYMANN BLVD, LAFAYETTE, LA
337-232-1141
337-232-1137
Other Info
Summit Financial Wealth Advisors LLC is a Limited Liability Company that currently has 14 employees, with 12 serving in advisory roles. Although the number of clients served by the firm is unknown, their SEC status is approved, with a registration date of May 21, 2014, indicating their compliance with regulatory requirements.
Home | Summit Financial Wealth Advisors
Menu HomeAbout Our TeamOur StoryWho is a Fiduciary?Why Summit?Client Center Account AccessEventsServices Our ServicesThe Investment ProcessNews & Resources EBooksIn The NewsFirm NewsMagazinesBlogRetirementEstateInvestmentInsuranceTaxContact An honest, hard-working approach to building wealth. We…
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Direct Owners
-
DAVID RUSSELL DANIEL
MANAGING PARTNER owns less than 5%
-
FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
-
MICHAEL EDWARD PHARR
PARTNER owns less than 5%
-
SUZETTE BROUSSARD
CHIEF COMPLIANCE OFFICER owns less than 5%
-
TODD FARRELL LAMBERT
PARTNER owns less than 5%
Indirect Owners
-
FOCUS FINANCIAL PARTNERS, INC.
MEMBER owns 75% or more
-
FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
Firms Located Nearby
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