Summit Financial Working With People You Trust
Summit Financial Working With People You Trust is an SEC-registered mass-market adviser in Sterling Heights, MI with $184.7M assets under management (AUM, regulatory AUM), +51% over one year. See who owns Summit Financial Working With People You Trust: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126570, SEC 801-123641, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $184.7M (2026-04-14)
- Firm type
- Mass-Market Adviser
- Location
- Sterling Heights, MI
- Employees
- 6
- Clients
- 1,085
- CRD
- 126570
- Ownership
- WINK, KENNETH, ROBERT; WINK, ROBERT, LOUIS
How much AUM does Summit Financial Working With People You Trust have?
Summit Financial Working With People You Trust reported $184.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Summit Financial Working With People You Trust?
Disclosed owners and executives of Summit Financial Working With People You Trust include WINK, KENNETH, ROBERT, WINK, ROBERT, LOUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.