Active
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST
Investment Advice|STERLING HEIGHTS, MI
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Assets Under Management
$122.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 122.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 126570 |
| SEC Number | 801-123641 |
| Street Address | 43409 SCHOENHERR ROAD |
| Location | STERLING HEIGHTS, MI 48313 |
| Country | United States |
| Phone | 586-226-2100 |
| Fax | 586-226-3584 |
| Total Employees | 6 |
Client Count by Type (941 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 896 |
| High Net Worth Individual… | 41 |
| Corporations/Businesses | 4 |
Community Partners
CHARTER TOWNSHIP OF MADISON
CHARTER TOWNSHIP OF RAISIN
CITY OF ADRIAN
CITY OF MORENCI
CITY OF STERLING HEIGHTS
CITY OF TECUMSEH
COUNTY OF LENAWEE
TOWNSHIP OF ADRIAN
TOWNSHIP OF BLISSFIELD
TOWNSHIP OF CAMBRIDGE
TOWNSHIP OF CLINTON
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF MACON
TOWNSHIP OF MEDINA
TOWNSHIP OF OGDEN
TOWNSHIP OF PALMYRA
TOWNSHIP OF RIDGEWAY
TOWNSHIP OF RIGA
TOWNSHIP OF ROLLIN
TOWNSHIP OF ROME
CHARTER TOWNSHIP OF MADISON
CHARTER TOWNSHIP OF RAISIN
CITY OF ADRIAN
CITY OF MORENCI
CITY OF STERLING HEIGHTS
CITY OF TECUMSEH
COUNTY OF LENAWEE
TOWNSHIP OF ADRIAN
TOWNSHIP OF BLISSFIELD
TOWNSHIP OF CAMBRIDGE
TOWNSHIP OF CLINTON
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF MACON
TOWNSHIP OF MEDINA
TOWNSHIP OF OGDEN
TOWNSHIP OF PALMYRA
TOWNSHIP OF RIDGEWAY
TOWNSHIP OF RIGA
TOWNSHIP OF ROLLIN
TOWNSHIP OF ROME
CHARTER TOWNSHIP OF MADISON
CHARTER TOWNSHIP OF RAISIN
CITY OF ADRIAN
CITY OF MORENCI
CITY OF STERLING HEIGHTS
CITY OF TECUMSEH
COUNTY OF LENAWEE
TOWNSHIP OF ADRIAN
TOWNSHIP OF BLISSFIELD
TOWNSHIP OF CAMBRIDGE
TOWNSHIP OF CLINTON
TOWNSHIP OF FAIRFIELD
TOWNSHIP OF MACON
TOWNSHIP OF MEDINA
TOWNSHIP OF OGDEN
TOWNSHIP OF PALMYRA
TOWNSHIP OF RIDGEWAY
TOWNSHIP OF RIGA
TOWNSHIP OF ROLLIN
TOWNSHIP OF ROME
Municipal Government
31 Active
31
Organizations
LENAWEE COUNTY CONSERVATION DISTRICT
LENAWEE COUNTY DISTRICT LIBRARY
RAISIN TOWNSHIP FIRE DEPARTMENT
ROLLIN-WOODSTOCK SEWAGE DISPOSAL-WATER SUPPLY SYSTEM
SUBURBAN LIBRARY COOPERATIVE
TECUMSEH DISTRICT LIBRARY
LENAWEE COUNTY CONSERVATION DISTRICT
LENAWEE COUNTY DISTRICT LIBRARY
RAISIN TOWNSHIP FIRE DEPARTMENT
ROLLIN-WOODSTOCK SEWAGE DISPOSAL-WATER SUPPLY SYSTEM
SUBURBAN LIBRARY COOPERATIVE
TECUMSEH DISTRICT LIBRARY
LENAWEE COUNTY CONSERVATION DISTRICT
LENAWEE COUNTY DISTRICT LIBRARY
RAISIN TOWNSHIP FIRE DEPARTMENT
ROLLIN-WOODSTOCK SEWAGE DISPOSAL-WATER SUPPLY SYSTEM
SUBURBAN LIBRARY COOPERATIVE
TECUMSEH DISTRICT LIBRARY
Special District
6 Active
6
Organizations
ADDISON COMM SCH DIST
ADRIAN CITY SCH DIST
BLISSFIELD COMM SCH DIST
BRITTON DEERFIELD SCHOOLS
CLINTON COMMUNITY SCHOOLS
MADISON SCHOOL DISTRICT (LENAWEE)
MORENCI AREA SCHOOLS
NOOR INTERNATIONAL ACADEMY
ONSTED COMMUNITY SCHOOLS
SAND CREEK COMM SCHOOLS
TECUMSEH PUBLIC SCHOOLS
ADDISON COMM SCH DIST
ADRIAN CITY SCH DIST
BLISSFIELD COMM SCH DIST
BRITTON DEERFIELD SCHOOLS
CLINTON COMMUNITY SCHOOLS
MADISON SCHOOL DISTRICT (LENAWEE)
MORENCI AREA SCHOOLS
NOOR INTERNATIONAL ACADEMY
ONSTED COMMUNITY SCHOOLS
SAND CREEK COMM SCHOOLS
TECUMSEH PUBLIC SCHOOLS
ADDISON COMM SCH DIST
ADRIAN CITY SCH DIST
BLISSFIELD COMM SCH DIST
BRITTON DEERFIELD SCHOOLS
CLINTON COMMUNITY SCHOOLS
MADISON SCHOOL DISTRICT (LENAWEE)
MORENCI AREA SCHOOLS
NOOR INTERNATIONAL ACADEMY
ONSTED COMMUNITY SCHOOLS
SAND CREEK COMM SCHOOLS
TECUMSEH PUBLIC SCHOOLS
School District
11 Active
11
Organizations
1220319 TECUMSEH AREA LL
1ST BATALLION 24TH MARINES MEMORIAL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
AAUW CAPITOL AREA
ABIGAYLE MINISTRIES
ADDISON ATHLETIC BOSSTERS INC
ADDISON EDUCATION ASSOCIATION MEA NEA
ADDISON FIRE AUXILIARY
ADDISON FIRE FIGHTERS ASSOCIATION
ADDISON MID-LEVEL PARENTS AND STUDENTS
ADDISON SCHOOLS FOUNDATION
ADDISON SUMMER BALL LEAGUE
ADDISON YOUTH CENTER
ADRIAN AMATEUR RADIO CLUB INC
1220319 TECUMSEH AREA LL
1ST BATALLION 24TH MARINES MEMORIAL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
AAUW CAPITOL AREA
ABIGAYLE MINISTRIES
ADDISON ATHLETIC BOSSTERS INC
ADDISON EDUCATION ASSOCIATION MEA NEA
ADDISON FIRE AUXILIARY
ADDISON FIRE FIGHTERS ASSOCIATION
ADDISON MID-LEVEL PARENTS AND STUDENTS
ADDISON SCHOOLS FOUNDATION
ADDISON SUMMER BALL LEAGUE
ADDISON YOUTH CENTER
ADRIAN AMATEUR RADIO CLUB INC
1220319 TECUMSEH AREA LL
1ST BATALLION 24TH MARINES MEMORIAL
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
AAUW CAPITOL AREA
ABIGAYLE MINISTRIES
ADDISON ATHLETIC BOSSTERS INC
ADDISON EDUCATION ASSOCIATION MEA NEA
ADDISON FIRE AUXILIARY
ADDISON FIRE FIGHTERS ASSOCIATION
ADDISON MID-LEVEL PARENTS AND STUDENTS
ADDISON SCHOOLS FOUNDATION
ADDISON SUMMER BALL LEAGUE
ADDISON YOUTH CENTER
ADRIAN AMATEUR RADIO CLUB INC
Nonprofit Organization
920 Active
920
Organizations
Community Partners98 organizations
CHARTER TOWNSHIP OF RAISIN
Municipal Government·TECUMSEH
CITY OF STERLING HEIGHTS
Municipal Government·STERLING HEIGHTS
CITY OF TECUMSEH
Municipal Government·TECUMSEH
COUNTY OF LENAWEE
Municipal Government·ADRIAN
TOWNSHIP OF BLISSFIELD
Municipal Government·BLISSFIELD
TOWNSHIP OF MACON
Municipal Government·TECUMSEH
TOWNSHIP OF MEDINA
Municipal Government·MORENCI
TOWNSHIP OF OGDEN
Municipal Government·BLISSFIELD
TOWNSHIP OF RIDGEWAY
Municipal Government·BRITTON
TOWNSHIP OF SENECA
Municipal Government·MORENCI
TOWNSHIP OF TECUMSEH
Municipal Government·TECUMSEH
TOWNSHIP OF WOODSTOCK
Municipal Government·ADDISON
VILLAGE OF ADDISON
Municipal Government·ADDISON
VILLAGE OF CEMENT CITY
Municipal Government·CEMENT CITY
VILLAGE OF CLAYTON
Municipal Government·CLAYTON
RAISIN TOWNSHIP FIRE DEPARTMENT
Special District·TECUMSEH
ROLLIN-WOODSTOCK SEWAGE DISPOSAL-WATER SUPPLY SYSTEM
Special District·ADRIAN
NOOR INTERNATIONAL ACADEMY
School District·STERLING HEIGHTS
1220319 TECUMSEH AREA LL
Nonprofit Organization·Tecumseh
1ST BATALLION 24TH MARINES MEMORIAL
Nonprofit Organization·Sterling Heights
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Adrian
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Adrian
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Adrian
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Adrian
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Adrian
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Adrian
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Adrian
AAUW CAPITOL AREA
Nonprofit Organization·Adrian
ABIGAYLE MINISTRIES
Nonprofit Organization·STERLING HEIGHTS
ADDISON ATHLETIC BOSSTERS INC
Nonprofit Organization·Addison
ADDISON EDUCATION ASSOCIATION MEA NEA
Nonprofit Organization·Addison
ADDISON FIRE AUXILIARY
Nonprofit Organization·Addison
ADDISON FIRE FIGHTERS ASSOCIATION
Nonprofit Organization·Addison
ADDISON MID-LEVEL PARENTS AND STUDENTS
Nonprofit Organization·Addison
ADDISON SCHOOLS FOUNDATION
Nonprofit Organization·Addison
ADDISON SUMMER BALL LEAGUE
Nonprofit Organization·ADDISON
ADDISON YOUTH CENTER
Nonprofit Organization·Addison
ADRIAN AMATEUR RADIO CLUB INC
Nonprofit Organization·Adrian
ADRIAN AREA CHAMBER FOUNDATION
Nonprofit Organization·Adrian
ADRIAN AREA CHAMBER OF COMMERCE
Nonprofit Organization·ADRIAN
ADRIAN ARMORY COMMUNITY CENTER
Nonprofit Organization·ADRIAN
ADRIAN CHAPT 892 WOMEN OF THE MOOSE
Nonprofit Organization·Adrian
ADRIAN COLLEGE ASSOCIATION OF PROFESSORS
Nonprofit Organization·Adrian
ADRIAN COMMUNITY PRESCHOOL
Nonprofit Organization·ADRIAN
ADRIAN DOMINICAN MONTESORRI TEACHER EDUCATION INSTITUTE
Nonprofit Organization·Adrian
ADRIAN HIGH SCHOOL MUSIC BOOSTERS
Nonprofit Organization·Adrian
ADRIAN INTERNATIONAL FILM FESTIVAL
Nonprofit Organization·Adrian
ADRIAN JUNIOR CHAMBER
Nonprofit Organization·Adrian
ADRIAN KIWANIS FOUNDATION INC
Nonprofit Organization·ADRIAN
ADRIAN LODGE NO 1034 LOYAL ORDER OF MOOSE
Nonprofit Organization·ADRIAN
ADRIAN MS HS PARENT TEACHER ORGANIZATION
Nonprofit Organization·Adrian
ADRIAN REA LITERACY CENTER
Nonprofit Organization·ADRIAN
ADRIAN ROTARY FOUNDATION
Nonprofit Organization·Adrian
ADRIAN SCHOOLS EDUCATION FOUNDATION
Nonprofit Organization·ADRIAN
ADRIAN WOMANS CLUB
Nonprofit Organization·ADRIAN
AFRICAN AMERICAN ISLAMIC INSTITUTE INC
Nonprofit Organization·Sterling Heights
AGGIE YOUTH FOOTBALL
Nonprofit Organization·ADRIAN
AGLOW INTERNATIONAL
Nonprofit Organization·Adrian
AGRICULTURAL SOCIETY OF
Nonprofit Organization·ADRIAN
AHIMSA SAFE HAVEN INC
Nonprofit Organization·ONSTED
AIR FORCE ASSOCIATION
Nonprofit Organization·Sterling Heights
AIR FORCE ASSOCIATION
Nonprofit Organization·Sterling Heights
ALABASTER GIFT
Nonprofit Organization·Sterling Heights
ALEXANDER PTO
Nonprofit Organization·Adrian
ALIGN CENTER FOR WORKFORCE
Nonprofit Organization·ADRIAN
ALIGN CENTER FOR WORKFORCE DEVELOPMENT INC
Nonprofit Organization·ADRIAN
ALLEN H & NYDIA MEYERS FOUNDATION
Nonprofit Organization·Tecumseh
ALPHA PHI OMEGA
Nonprofit Organization·ADRIAN