SUMMIT PLACE FINANCIAL ADVISORS, LLC of SUMMIT, NJ is an SEC-registered investment adviser (CRD 147984). Regulatory assets under management: $300.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Elizabeth Katz Miller | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Assunta Rosaria Mclane | MANAGING DIRECTOR | — |
| Christopher Jeffrey Gula | MANAGING DIRECTOR | — |
| MILLER STEPHEN MICHAEL | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| MILLER ELIZABETH KATZ | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| McLane Assunta Rosaria | MANAGING DIRECTOR | — |