Investment adviser · CRD 108053
SUMMIT FAMILY WEALTH COUNSELING INC
Investment adviser filing (IA)
PARSIPPANY, NJ, United States · Form ADV filed Jul 25, 2012
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 25, 2012. View historical filings
Reported services
Financial planning
Compensation
Hourly · Fixed
Principal office
4 CAMPUS DRIVEPARSIPPANY, NJ, 07054, United States
CRD 108053
Filing source
Form ADV 660755 · Jul 25, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.