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David Michael Yormick

SUMMIT CAPITAL INC.·PEPPER PIKE, Ohio
Unclaimed Profile
29425 CHAGRIN BLVD. # 350, PEPPER PIKE, OH 44122CRD# 2294565Firm CRD# 121335
01

About

David Michael Yormick is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with SUMMIT CAPITAL INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SUMMIT CAPITAL INC.
SUMMIT CAPITAL INC.
AUM
$222M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SUMMIT CAPITAL INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2294565
Firm CRD# 121335
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Yormick offer?
David Michael Yormick specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are David Michael Yormick's credentials?
David Michael Yormick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Yormick located?
David Michael Yormick is based in PEPPER PIKE, Ohio, working with SUMMIT CAPITAL INC.. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
How does David Michael Yormick charge for services?
David Michael Yormick'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 CAPITAL INC.?
SUMMIT CAPITAL INC. has approximately 5 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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