Investment adviser · CRD 104990

SUMMIT FINANCIAL RESOURCES INC

Investment adviser filing (IA)

PARSIPPANY, NJ, United States · Form ADV filed Jul 23, 2018

Employees
222
Reported in this filing
Advisory professionals
76
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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 23, 2018. View historical filings

Reported services

Financial planning

Compensation

Hourly · Fixed

Principal office

4 CAMPUS DR
PARSIPPANY, NJ, 07054-0413, United States

CRD 104990

Filing source

Form ADV 1230649 · Jul 23, 2018 · 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.