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SUMMIT FINANCIAL CONSULTING LLC

Registered Investment AdvisersCRD # 126570Approved

Source: U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers

Information last checked: 2 October 2026 (the publisher's own date for the list, not the date it was loaded here).

View this adviser on the SEC's Investment Adviser Public Disclosure (IAPD) (the authoritative record) ↗

This page reproduces the SEC's list without alteration. If anything here differs from the SEC's records, the SEC's register prevails.

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Directory record

Adviser name
SUMMIT FINANCIAL CONSULTING LLC
CRD #
126570
Lists
Registered Investment Advisers
Status
Approved
Main office
43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI 48313
Main office state
MI
State of organisation
MI
Regulator
U.S. Securities and Exchange Commission (SEC)
Source
U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers

SEC registration

  • Registered Investment AdvisersApproved

    SEC #: 801-123641

    Primary business name: SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST

    SEC's list as on 2 October 2026

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