SUMMIT FINANCIAL, LLC PARSIPPANY, NJ Investment Advisor How do I update this listing?

Summit Financial is based out of Parsippany. Summit Financial is a large advisory firm with 3090 clients and discretionary assets under management (AUM) of $1,424,842,634 (Form ADV from 2019-01-24). Their last reported 13F filing for Q4 2018 included $514,986,915 in managed 13F securities and a top 10 holdings concentration of 94.43%. Summit Financial's largest holding is Vanguard Total Stock Market ETF with shares held of 1,980,315. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert


Top Sells

  • Name% Change


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

Country: United States

Business Phone: 973-285-3600
Fax: 973-285-3690
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 206
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 3,229,930,000
Total Number of Clients: 3090
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4),11.E (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Non-derivative Insider Transactions Since 12/31/2018


Elevate your investments