Summit Private Wealth, LLC
Summit Private Wealth, LLC (CRD# 301688) is a financial advisory firm headquartered in , . They manage $10,105,197 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Summit Private Wealth, LLC
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$168,420
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Summit Private Wealth, LLC
1
Andrew Hamm (CRD# 5354325) is an Investment Advisor Representative working at Summit Private Wealth, LLC in Acworth, GA and has over 16 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.