Investment adviser · CRD 152049

SUMMIT FINANCIAL WEALTH ADVISORS

Investment adviser filing (IA)

SUMMIT FINANCIAL OF LOUISIANA INC.

LAFAYETTE, LA, United States · Form ADV filed Apr 2, 2014

Regulatory AUM
$360M
Form ADV · Item 5.F
Client accounts
465
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Apr 2, 2014. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

326 HEYMANN BLVD
LAFAYETTE, LA, 70503, United States

CRD 152049

Filing source

Form ADV 807256 · Apr 2, 2014 · 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.