Overview

Summit Financial Group, LLC is a wealth management firm with 30 professionals, $10 million in revenue, and approximately 1.15 Billion under management. There are 10 practices staffed with 13 advisors, and a staff of 17 supporting the operation. We are interested in potential acquisition targets, but are quite particular about culture and fit.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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