# SUMMIT FINANCIAL CONSULTANTS, INC.

SUMMIT FINANCIAL CONSULTANTS, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134192
- Type: SEC-registered investment adviser
- SEC file number: 801-85186
- Location: 3075 TOWNSGATE RD., SUITE 180, WESTLAKE VILLAGE, CA, 91361
- Phone: 805-418-4565
- Latest filing: 2022-03-11
- Regulatory AUM: $264.5M
- Discretionary AUM: $262.7M
- Non-discretionary AUM: $1.8M
- Clients: 9
- Accounts: 659

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| SORENSEN JEFFERY M INITIAL ONLY | PRESIDENT AND SENIOR WEALTH ADVISOR | — |
| ELMOUCHI NEIL ERIC | CEO, CHAIRMAN, SENIOR WEALTH ADVISOR  & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| LAU KIMBERLY ALLISON | CHIEF OPERATING OFFICER | — |
| Dowling Angela Marie | CHIEF COMPLAINCE OFFICER | — |
| KLEIN CODY MATTHEW | SENIOR WEALTH ADVISOR; WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134192/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134192/similar
- Related entities: https://search.stillhousedata.com/firm/134192/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134192

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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.