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Kris Lee Sumner

EVERMAY WEALTH MANAGEMENT, LLC·ARLINGTON, Virginia
Unclaimed Profile
1776 WILSON BOULEVARD, ARLINGTON, VA 22209CRD# 4067325Firm CRD# 149230
01

About

Kris Lee Sumner is a registered financial advisor based in ARLINGTON, Virginia, affiliated with EVERMAY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVERMAY WEALTH MANAGEMENT, LLC
EVERMAY WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at EVERMAY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4067325
Firm CRD# 149230
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kris Lee Sumner offer?
Kris Lee Sumner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are Kris Lee Sumner's credentials?
Kris Lee Sumner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kris Lee Sumner located?
Kris Lee Sumner is based in ARLINGTON, Virginia, working with EVERMAY WEALTH MANAGEMENT, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Kris Lee Sumner charge for services?
Kris Lee Sumner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERMAY WEALTH MANAGEMENT, LLC?
EVERMAY WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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