Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311412791
SEC advisor number
801-50616
FINRA CRD number
110112
AUM ?
$1.78 bn
(as of 8 Mar 24)
Accounts
949
(as of 8 Mar 24)
Employees
32
(27 investment advisory or research)
Address
Summit Financial Strategies
7965 NORTH HIGH STREET, SUITE 350
COLUMBUS
OH 43235-8446
7965 NORTH HIGH STREET, SUITE 350
COLUMBUS
OH 43235-8446
Phone
614-885-1115
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21