CRD: 285353
Summit Financial Management LLC
$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-2016
- Office Locations
- 1
Office Locations
1001 W. Glen Oaks Lane Suite 205 Mequon WI
About Summit Financial Management LLC
Summit Financial Management LLC is a Mequon-based RIA. The firm has been operating for 9 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$65.0M AVG AUM / ADVISOR
$812.5K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL WILLIAM SCALISE
Chief Compliance Officer, Chief Financial Officer, Managing Member, PRINCIPAL
- CRD
- #1855608
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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