Summit Financial Wealth Advisors LLC
Legal Name: SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Full Contact Details
Other Info
Summit Financial Wealth Advisors LLC is legally known as SUMMIT FINANCIAL WEALTH ADVISORS, LLC. It is a DE Limited Liability Company. This firm has 14 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 21, 2014.
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Direct Owners
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DAVID RUSSELL DANIEL
MANAGING PARTNER owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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MICHAEL EDWARD PHARR
PARTNER owns less than 5%
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SUZETTE BROUSSARD
CHIEF COMPLIANCE OFFICER owns less than 5%
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TODD FARRELL LAMBERT
PARTNER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS, INC.
MEMBER owns 75% or more
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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