Assets Under Management
$77.8M
Number of Clients
102
Number of Advisors
5
Average Client AUM
$763K
AUM per Advisor
$15.6M
Compensation
Fee-Only (AUM)
Summit Advisors, LLC provides investment advisory services. The IARs listed in this brochure supplement are also registered representatives of Beaconsfield Financial Services, which presents a potential conflict of interest. Summit Advisors addresses this by not using Beaconsfield as a broker-dealer for advisory accounts. The IARs receive commissions from the sale of securities, which could incentivize them to recommend products based on compensation rather than client needs. All activities are monitored by the main office.
160 Technology Drive, Suite 101, Canonsburg, PA, 15317