SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Firm details
- Headquarters
- STERLING HEIGHTS, Michigan
- CRD number
- 126570
- Registered since
- April 7, 2022
- Website
- summitfc.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals68.97%
- HNWI30.88%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Summit Financial Working With People You Trust is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and positions itself as a hybrid advisor/capital allocator serving both individual and family clients as well as institutional accounts. Its stated service mix centers on comprehensive financial planning, portfolio management for individuals and small businesses, selecting and overseeing other advisers, and running educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Summit does not identify as an active ESG investor and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities10%
- Other6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
3 of 6Zachary Bachner
Head of Investment ResearchCRD 6495396
Daniel Ladzinski
Financial AdvisorCRD 7889316
KENNETH WINK
Co-FounderCRD 4558654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$144M in ETFs
97%
$139M
2%
$4.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $22.3M | 204,293 | 15.50% |
Location
STERLING HEIGHTS, MI
MACOMB
Location
STERLING HEIGHTS, MI
Headquartered in STERLING HEIGHTS, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- MACOMB
- Address
- 43409 Schoenherr Rd
- Time zone
- ET (UTC-5)
- Office locations
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