Summit Place Financial Advisorsllc
Legal Name: SUMMIT PLACE FINANCIAL ADVISORS,LLC
Full Contact Details
Summit Place Financial Advisorsllc
18 BANK STREET, SUITE 202, SUMMIT, NJ
908-517-5880
Other Info
Summit Place Financial Advisors LLC is a limited liability company based in New Jersey with four employees, one of whom serves in an advisory role. Although the number of clients they serve is unknown, they are currently approved by the U.S. Securities and Exchange Commission, having been registered since April 2015.
Summit Financial Advisors, LLC
When it comes to financial matters, it’s easy to see where you want to go. It’s harder to figure out who can help you get there. We start with your goals rather than with products, providing financial well-being at the most personal level.
Direct Owners
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ELIZABETH KATZ MILLER
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns 75% or more