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Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
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David Russell Daniel | M | - |
Summit Financial Wealth Advisors LLC
![]() Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | 21 jaar |
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Land | Connecties | % van het totaal |
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Verenigde Staten | 1 | 100.00% |
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