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Summit Financial Strategies Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 764
      Accounts
    • $1.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

14

name start date
Luke Jared Salcone
September 2015
Liam John Hurley
January 2001
Benjamin Ian Skinner
July 2016
Brian Todd Sutliff
January 2005
Joseph Michael Reardon
September 2002

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Liam John Hurley Vice President/Chief Investment Officer January, 2005 10% to 25%
    Samantha Alise Lyman Macchia President/Chief Executive Officer January, 2002 10% to 25%
    Ted Kevin Saneholtz Vice President/Treasurer/Chief Financial Officer September, 1998 10% to 25%
    Brian Todd Sutliff Vice President/Chief Marketing Officer January, 2005 10% to 25%
    Timothy William Swain Vice President/Chief Compliance Officer January, 2016 5% to 10%
    Wendy S Trout Vice President January, 2017 5% to 10%
    Michael Robert Scherer Vice President January, 2017 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Other