Summit Financial

Summit Financial (CRD# 281050) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $196,515,262 in 519 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $378,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, PA, VA

Financial Advisors at Summit Financial
Showing 1 - 4 of 4 top financial advisors.
1
James K. Biggar
CRD#: 1502826
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031

James Biggar (CRD# 1502826) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 36 years of experience in the finance industry.

2
Haider H. Thamir
CRD#: 2095395
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031

Haider Thamir (CRD# 2095395) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 29 years of experience in the finance industry.

3
Christopher M. Pellegrino
CRD#: 5831851
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031

Christopher Pellegrino (CRD# 5831851) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 13 years of experience in the finance industry.

4
Larisa M. Roth
CRD#: 6387675
11350 Mccormick Road, Executive Plaza Iii - Suite 501, Hunt Valley, MD 21031

Larisa Roth (CRD# 6387675) is an Investment Advisor Representative working at Summit Financial in Hunt Valley, MD and has over 3 years of experience in the finance industry.

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