Summit Financial Wealth Advisors, LA — Investment Adviser | BuildTrust

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SUMMIT FINANCIAL WEALTH ADVISORS

Investment AdviceLAFAYETTE, LA

Assets Under Management

$1.4B

Total AUM

Donut chart: Discretionary 1.4B, Non-Discretionary 19.3M
Category	Value
Discretionary	1.4B
Non-Discretionary	19.3M

Adviser Information

Field	Value
CRD Number	171278
SEC Number	801-79686
Street Address	1021 E. ST. MARY BLVD.
Location	LAFAYETTE, LA 70503
Country	United States
Phone	337-232-1141
Fax	337-232-1137
Total Employees	20
Business Types	financial_product_sales

Client Count by Type (1,115 Total)

Horizontal bar chart: Individuals (other than H… 813, High Net Worth Individual… 265, Corporations/Businesses 26, Pension/Profit Sharing Pl… 6, Charitable Organizations 5
Category	Value
Individuals (other than H…	813
High Net Worth Individual…	265
Corporations/Businesses	26
Pension/Profit Sharing Pl…	6
Charitable Organizations	5