CRD: 108722
Haley & Summers Wealth Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-1990
- Office Locations
- 1
Office Locations
About Haley & Summers Wealth Management, Inc.
Haley & Summers Wealth Management is a fee-only RIA in Fort Wayne, IN serving retail investors with ongoing financial planning and portfolio management, including retirement, tax and estate planning. Portfolios are implemented primarily with ETFs and held at Charles Schwab. Led by industry veteran Jeff Haley (in the business since 1997), the firm emphasizes independent advice and transparent client collaboration.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROGER CRAIG SUMMERS
CHIEF OPERATING OFFICER, President
- CRD
- #1360759
- Ownership
- 75% or more
JEFFREY LYNN HALEY
President
- CRD
- #3053769
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing