← Back to searchVisit website
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
SUMMIT FINANCIAL CONSULTING LLC
CRD 126570 · SEC 801-123641
43409 SCHOENHERR ROAD, STERLING HEIGHTS, MI, 48313, United States
Phone
586-226-2100
Fax
586-226-3584
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.7M
Discretionary AUM
$184.7M
Team
6 total employees; 6 advisory reps; 22 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 999 | $127.4M |
| High net worth individuals | 82 | $57.0M |
| Corporations/business entities | 4 | $275K |
States served
CA, MI, TX, FL
All web addresses on file
- https://www.linkedin.com/in/zachary-bachner/
- HTTP://WWW.SUMMITFC.NET
- HTTPS://WWW.WORKINGWITHPEOPLEYOUTRUST.COM
- HTTPS://WWW.LINKEDIN.COM/PUB/KENNETH-WINK/6/755/594/
- http://www.summitgivesback.com/
- HTTPS://WWW.LINKEDIN.COM/IN/JAMESDWINK
- https://www.instagram.com/james_summitfc/
- https://rsvpsummit.com/
- https://www.youtube.com/@SummitFinancialConsultingLLC
- https://rsvpsummit.net/
- https://www.taxmanagedinvestingmi.com
- https://www.instagram.com/summitfinancialco/#
- HTTPS://WWW.MISOCIALSECURITY.COM
- HTTP://WWW.KENWINK.NET
- HTTP://WWW.FACEBOOK.COM/SUMMITFINANCIALCONSULTING
- HTTP://WWW.JIMWINK.NET
- HTTP://WWW.ROBERTWINK.NET
- HTTPS://WWW.LINKEDIN.COM/IN/ROBERTWINKJR
- https://splashee.thefinancialhq.com/rsvpsummit.com
- https://www.linkedin.com/in/james-baldwin-2223b8180/
- https://www.linkedin.com/company/summit-financial-consulting
Official SEC filing: View on IAPD