SUMMIT FINANCIAL ADVISORS, INC.

MIDDLETOWN, Ohio·4 registered advisors·CRD# 145007
SEC# 801-962061513-424-6300
01

Firm Overview

AUM
$189M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT FINANCIAL ADVISORS, INC.

4 registered advisors
Ellen Marie Weed
MIDDLETOWN, Ohio
Matthew Allen Weed
MIDDLETOWN, Ohio
Peter Benjamin Miller
MIDDLETOWN, Ohio
Roger Lowell Miller
MIDDLETOWN, Ohio
05

Office Locations

MIDDLETOWN, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL ADVISORS, INC. (CRD# 145007) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.