Investment adviser · CRD 106571

SUMNER FINANCIAL ADVISORS INC

Investment adviser filing (IA)

· Form ADV filed Jun 29, 2012

Regulatory AUM
$49.4M
Form ADV · Item 5.F
Client accounts
89
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 29, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

CRD 106571

Filing source

Form ADV 657175 · Jun 29, 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.