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SUMMIT PLACE FINANCIAL ADVISORS, LLC

SUMMIT, NJ · CRD 147984 · IAPD ↗ · 908-517-5880

$300.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2025 — SUMMIT PLACE FINANCIAL ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2024 — SUMMIT PLACE FINANCIAL ADVISORS, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.