SUMMIT FINANCIAL ADVISORS, LLC of SAN MATEO, CA is an SEC-registered investment adviser (CRD 109280). Regulatory assets under management: $519.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Rafael Orlando Velez | MANAGING MEMBER | — |
| Cristina Petersen Albright | CCO | — |
| Michael J Glasser | CHIEF EXECUTIVE OFFICER | — |
| VELEZ RAFAEL ORLANDO | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| PIETROFESA MARK BRYAN | MEMBER | — |
| ALBRIGHT CRISTINA PETERSEN | CCO | — |
| Glasser Michael J | CHIEF EXECUTIVE OFFICER | — |