Home
›
Firms
›
SUMMIT PLACE FINANCIAL ADVISORS,LLC
SUMMIT PLACE FINANCIAL ADVISORS,LLC
SUMMIT PLACE FINANCIAL ADVISORS, LLC
SUMMIT, New Jersey
·
2 registered advisors
·
CRD# 147984
SEC# 801-96169
3
908-517-5880
01
Firm Overview
AUM
$239M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at SUMMIT PLACE FINANCIAL ADVISORS,LLC
2 registered advisors
Assunta Rosaria Mclane
SUMMIT, New Jersey
CRD# 7661656
Elizabeth Katz Miller
SUMMIT, New Jersey
CRD# 1985197
05
Office Locations
SUMMIT, New Jersey
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. SUMMIT PLACE FINANCIAL ADVISORS,LLC (CRD# 147984) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.