# SUMMIT FINANCIAL SERVICES, LLC

SUMMIT FINANCIAL SERVICES, LLC of TACOMA, WA is an SEC-registered investment adviser.

## Registration

- CRD: 116737
- Type: SEC-registered investment adviser
- SEC file number: 801-66622
- Location: 2200 N. 30TH ST., SUITE 202, TACOMA, WA, 98403
- Phone: 253-589-1401
- Latest filing: 2009-06-09
- Regulatory AUM: $23.1M
- Discretionary AUM: $23.1M
- Clients: 1
- Accounts: 80

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| SUITS JAMES HARRY | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT | — |
| HARRISON-SUITS KATHY ANN | VICE-PRESIDENT | — |
| HOWELL ERICA LYNN | PARTNER | — |
| HARRISONSUITS KATHY ANN | VICE-PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116737/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116737/similar
- Related entities: https://search.stillhousedata.com/firm/116737/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116737

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.