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AMPORN W. LEININGER, SUMMIT FINANCIAL SERVICES

CRD 130255

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Hourly charges; Fixed fees; Commissions

Org form

Sole Proprietorship

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningTAX , RETIREMENT, INSURANCE AND ANNUTY PLANNING, SMALL BUSINESS CONSULTING

All web addresses on file

HTTP://WWW.SUMMITFINANCIALSF.COM

Official SEC filing: View on IAPD