Andrew Adolph

Summit Financial, LLC

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Summit Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

205 advisors

Number of Clients

9,865 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$15.0B

Fee Structure

Location

577 W Nationwide Blvd., Suite 302, Columbus, OH, 43215

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Summit Financial, LLC

March 2023 - Present · 2 yrs 11 mos

State Registrations2 states

NJOH

Advisor

Exams

No exam information available for this advisor.