SUMNER FINANCIAL ADVISORS INC

SUMNER FINANCIAL ADVISORS INC is an SEC-registered investment adviser (CRD 106571). Regulatory assets under management: $49.4M.

Registration

• CRD: 106571
• SEC file number: 801-51348
• Type: Registered investment adviser
• Phone: 301-767-6900
• Latest filing: 2012-06-29
• Regulatory AUM: $49.4M
• Discretionary AUM: $48.2M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 89

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 106571 on SEC IAPD (source of record)
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