SUMMIT FINANCIAL STRATEGIES, INC

AMHERST, New York·1 registered advisor·CRD# 107818
SEC# 801-601020716-636-0169
01

Firm Overview

AUM
$60M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
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
Other: SELECTION OF OTHER ADVISORS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT FINANCIAL STRATEGIES, INC

1 registered advisor
David Le Fadel
AMHERST, New York
05

Office Locations

AMHERST, New York
1 advisor

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Data sourced from SEC Form ADV filings. SUMMIT FINANCIAL STRATEGIES, INC (CRD# 107818) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.