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Assunta Rosaria Mclane

SUMMIT PLACE FINANCIAL ADVISORS,LLC·SUMMIT, New Jersey
Clean record3 years registeredSUMMIT PLACE FINANCIAL ADVISORS,LLC
18 BANK STREET, SUMMIT, NJ 07901CRD# 7661656Firm CRD# 147984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Assunta Rosaria Mclane · SUMMIT, NJ
Registration
CRD #7661656 · SUMMIT PLACE FINANCIAL ADVISORS,LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT PLACE FINANCIAL ADVISORS, LLC
Nov 2022 – present
02

Registrations & Exams

Registration record
First registered · November 30, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT PLACE FINANCIAL ADVISORS,LLC
CRD 147984 · SEC 801-96169
AUM
$239M
Regulatory assets under management
Employees
4
305 client accounts
Services offered by SUMMIT PLACE FINANCIAL ADVISORS,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUMMIT PLACE FINANCIAL ADVISORS,LLC →
Introduction

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05

Frequently Asked Questions

What services does Assunta Rosaria Mclane offer?
Assunta Rosaria Mclane specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SUMMIT, New Jersey for a consultation.
What are Assunta Rosaria Mclane's credentials?
Assunta Rosaria Mclane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Assunta Rosaria Mclane located?
Assunta Rosaria Mclane is based in SUMMIT, New Jersey, working with SUMMIT PLACE FINANCIAL ADVISORS,LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Assunta Rosaria Mclane charge for services?
Assunta Rosaria Mclane's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT PLACE FINANCIAL ADVISORS,LLC?
SUMMIT PLACE FINANCIAL ADVISORS,LLC has approximately 4 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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