SUMMIT FINANCIAL OF LOUISIANA INC.

SUMMIT FINANCIAL WEALTH ADVISORS
LAFAYETTE, Louisiana·1 registered advisor·CRD# 152049
SEC# 801-71021337-232-1141
01

Firm Overview

AUM
$360M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Investment Management
04

Advisors at SUMMIT FINANCIAL OF LOUISIANA INC.

1 registered advisor
Fred George Werner
LAFAYETTE, Louisiana
05

Office Locations

LAFAYETTE, Louisiana
1 advisor

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL OF LOUISIANA INC. (CRD# 152049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.