David Paul Koenig

Summit Advisors, LLC

30 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Summit Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

102 clients

Average Client Portfolio

$763K average

Assets Under Management

$77.8M

Location

160 Technology Drive, Suite 101, Canonsburg, PA, 15317

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

David works as an investment advisor for Summit Advisors, spending minimal time on this activity. This is an investment-related activity.

Employment History

Current Registrations

Summit Advisors, LLC

August 2010 - Present · 15 yrs 6 mos

Beaconsfield Financial Services, INC.Broker

January 1995 - Present · 31 yrs 1 mo

State Registrations10 states

COFLGAILMDNCPATXVAWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.