Summit Financial Strategies Inc
7965 North High Street
Columbus, OH 43235-8446
|Total AUM||Total Accounts||Avg. Account AUM|
|Financial planning clients||N/A|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||Yes|
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Data.
Reprints: For reprints of these rankings, please contact Laura Picariello.
*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
Database last updated on December 11, 2017.
Attendees at the Women to Watch luncheon commend the #MeToo movement for raising awareness about the issue of sexual harassment and bringing women together.
Latest news & opinion
Much hinges on whether the Labor Department appeals the 5th Circuit decision by April 30.
Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.
CEO Robert Cook says three examination teams may be consolidated.
Could human advisers be displaced as digital-advice firms use technology to deliver services to plan sponsors and participants?
Chairman Jay Clayton says 'the sooner the better' when asked when an SEC fiduciary rule will be ready.