CRD: 147984
Summit Place Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2008
- Office Locations
- 1
Office Locations
About Summit Place Financial Advisors, LLC
Summit Place Financial Advisors, LLC is a Summit, NJ RIA serving affluent families (typically $5–$25M) with integrated investment management and strategic wealth planning, including tax and estate planning coordination alongside clients’ other advisors. Led by Liz Miller, CFP®/CFA®, the team emphasizes relationship-based service for a select client base and commonly implements portfolios using ETFs and fixed income, with Charles Schwab as primary custodian.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELIZABETH KATZ MILLER
Chief Compliance Officer, Managing Member, President
- CRD
- #1985197
- Ownership
- 75% or more
Christopher Jeffrey Gula
MANAGING DIRECTOR, Vice President
- CRD
- #7414788
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Katherine Lynn Feeney
Vice President, Wealth Advisor
- CRD
- #8000486
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,404,815 | $896,731 |
| Non-Discretionary | $0 | -- |
| Total | $300,404,815 | $896,731 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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