SUMMIT FINANCIAL GROUP INC

BOCA RATON, Florida·5 registered advisors·CRD# 109485
SEC# 801-56645237561-338-2600
01

Firm Overview

AUM
$4.5B
Regulatory assets under management
Employees
324
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT FINANCIAL GROUP INC

5 registered advisors
Daniel Alan Feniger
BOCA RATON, Florida
Mark Auerbach
BOCA RATON, Florida
Marshall Todd Leeds
BOCA RATON, Florida
Mason Luray Allen
BOCA RATON, Florida
Steven Craig Jacobs
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
5 advisors

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL GROUP INC (CRD# 109485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.