SUMMIT FINANCIAL HOLDINGS

Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business of Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983)... Summit Financial is a preeminent investment advisory firm proud to continue our predecessors' four-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We are now making our "best kept secret" available on a national scale.

Also known as: Summit Equities, Inc., Summit Financial, Summit Financial Holdings, LLC, Summit Financial Resources, Inc., Summit Financial, LLC

Primary location: Parsippany United States