SUMMIT FINANCIAL ADVISORS, LLC

SUMMIT FINANCIAL
SAN MATEO, California·4 registered advisors·CRD# 109280
SEC# 801-581790650-357-9410
01

Firm Overview

AUM
$499M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT FINANCIAL ADVISORS, LLC

4 registered advisors
Cristina Petersen Albright
SAN MATEO, California
Mark Bryan Pietrofesa
SAN MATEO, California
Michael J Glasser
SAN MATEO, California
Rafael Orlando Velez
SAN MATEO, California
05

Office Locations

SAN MATEO, California
4 advisors

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL ADVISORS, LLC (CRD# 109280) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.