Summit Financial Wealth Advisors L

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$9.9M

Filings (rows)

Direct comp

$27K

Indirect comp

Showing only "SUMMIT FINANCIAL WEALTH ADVISORS L"

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SUMMIT FINANCIAL45 SUMMIT FINANCIAL WEALTH ADVISORS6 SUMMIT FINANCIAL GROUP3 SUMMIT FINANCIAL WEALTH ADVISOR2 SUMMIT FINANCIAL MANAGEMENT LL2 SUMMIT FINANCIAL WELATH ADVISORS1 SUMMIT FINANCIAL MANAGEMENT1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Aries Marine Corporation Aries Marine Corporation 401(k) Plan · all filings	LAFAYETTE, LA	Advisor / Consultant	88	$9.9M	$27K	$0