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Sommers Financial Group, Inc.

Sommers Financial Group, Inc. is an inactive RIA.

Advisors (0)

No advisors listed.

Firm Assets Under Management

Not Available
Total Assets
Not Available
Accounts
Not Available
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Lesley Huberman Sommers President 02/01/1997

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
301 North Main Street
NY 10956
Phone Number: 845-639-0195

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Hourly Charges
  • Fixed Fees