Summit Financial Welath Advisors

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

152

Total plan assets

$12.7M

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "SUMMIT FINANCIAL WELATH ADVISORS"

View all 8 variants aggregated →

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

SERVICES PROVIDED

Investment manager1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Specialty Management Services of Ouachita, LLC DBA ALLI Management SOL Specialty Management Services of Ouachita, LLC 401(k) Plan · all filings	MONROE, LA	Investment manager	152	$12.7M	$35K	$0