Summit Financial Working With People You Trust
Summit Financial Working With People You Trust (CRD# 126570) is a financial advisory firm headquartered in Sterling Heights, MI. They manage $104,569,422 in 1,466 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management105MILLION
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Total Number of Accounts1,466ACCOUNTS
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Average Account Value$71,330
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MI, TX
Zachary Bachner (CRD# 6495396) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 5 years of experience in the finance industry.
James Wink (CRD# 4840965) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 18 years of experience in the finance industry.
Kenneth Wink (CRD# 4558654) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 21 years of experience in the finance industry.
Robert Wink (CRD# 1804889) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 36 years of experience in the finance industry.
James Baldwin (CRD# 7451561) is an Investment Advisor Representative working at Summit Financial Working With People You Trust in Sterling Heights, MI and has over 2 years of experience in the finance industry.