SUMMIT FINANCIAL CONSULTANTS, INC.

WESTLAKE VILLAGE, California·5 registered advisors·CRD# 134192
SEC# 801-851860805-418-4565
01

Firm Overview

AUM
$264M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SUMMIT FINANCIAL CONSULTANTS, INC.

5 registered advisors
Angela Marie Dowling
WESTLAKE VILLAGE, California
Cody Matthew Klein
WESTLAKE VILLAGE, California
Jeffery M (initial Only) Sorensen
WESTLAKE VILLAGE, California
Kimberly Allison Lau
WESTLAKE VILLAGE, California
Neil Eric Elmouchi
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
5 advisors

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL CONSULTANTS, INC. (CRD# 134192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.