Key facts
- SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST is a other based in STERLING HEIGHTS, MI.
- SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST reports $1.1M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 126570- Regulatory AUM
- $1.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- STERLING HEIGHTS, MI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SUMMIT FINANCIAL CONSULTING LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST's AUM?
- SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST manages approximately $1.1M in assets.