Summit Place Financial Advisors, LLC
Summit Place Financial Advisors, LLC is an SEC-registered ria in Summit, NJ with $300.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Summit Place Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147984, SEC 801-96169, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $300.4M (2026-03-19)
- Firm type
- Ria
- Location
- Summit, NJ
- Employees
- 6
- Clients
- 59
- CRD
- 147984
- Ownership
- MILLER, ELIZABETH, KATZ; MILLER, IAN, MICHAEL; McLane, Assunta, Rosaria; Gula, Christopher, Jeffrey
How much AUM does Summit Place Financial Advisors, LLC have?
Summit Place Financial Advisors, LLC reported $300.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Summit Place Financial Advisors, LLC?
Disclosed owners and executives of Summit Place Financial Advisors, LLC include MILLER, ELIZABETH, KATZ, MILLER, IAN, MICHAEL, McLane, Assunta, Rosaria, Gula, Christopher, Jeffrey. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.