Summit Financial Advisors, LLC
CRD 109280SEC# 801-58179San Mateo, CA
No longer SEC-registered. Summit Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$519M
Employees
4
Accounts
956
Location
San Mateo, CA
Summit Financial Advisors, LLC assets under management
Summit Financial Advisors, LLC is an SEC-registered investment adviser based in San Mateo, CA. It reports $519 million in regulatory assets under management and employs 4 people.
Summit Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cristina Petersen Albright | Cco | Under 5% | 2021 |
| Michael J Glasser Control | Chief Executive Officer | 5-10% | 2024 |
| Rafael Orlando Velez Control | Managing Member | Over 75% | 1998 |
Frequently asked questions
How much does Summit Financial Advisors, LLC manage?
Summit Financial Advisors, LLC reports $519 million in regulatory assets under management on its Form ADV.
How many employees does Summit Financial Advisors, LLC have?
Summit Financial Advisors, LLC reports 4 employees.
Where is Summit Financial Advisors, LLC located?
Summit Financial Advisors, LLC is based in San Mateo, CA.
Does Summit Financial Advisors, LLC disclose fund performance?
Summit Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1700 S. el Camino Real, Suite 385, San Mateo, CA 94402 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$519MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$519Mregulatory AUM
Discretionary $351.4MNon-discretionary $167.6M