Summit Family Office Services, LLC
Summit Family Office Services, LLC (CRD# 171313) is a financial advisory firm headquartered in , . They manage $4,450,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Summit Family Office Services, LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$148,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Summit Family Office Services, LLC
1
Michael Herr (CRD# 874203) is an Investment Advisor Representative working at Summit Family Office Services, LLC in Bellevue, WA and has over 20 years of experience in the finance industry.
2
David Young (CRD# 2960150) is an Investment Advisor Representative working at Summit Family Office Services, LLC in Bellevue, WA and has over 26 years of experience in the finance industry.
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