Summit Financial Consulting LLC
● SEC registered since 2022CRD 126570SEC# 801-123641Sterling Heights, MI
Reg. AUM
$184.7M
Employees
6
Accounts
1,916
Location
Sterling Heights, MI
Summit Financial Consulting LLC assets under management
Summit Financial Consulting LLC operates as an SEC-registered investment adviser based in Sterling Heights, MI. The firm has been registered since 2022. It reports $184.7 million in regulatory assets under management and employs 6 people.
Summit Financial Consulting LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Robert Wink Control | Chief Compliance Officer | Under 5% | 2010 |
| Robert Louis Wink Control | Ceo, Cfo, Coo And Clo | Over 75% | 2007 |
Frequently asked questions
How much does Summit Financial Consulting LLC manage?
Summit Financial Consulting LLC reports $184.7 million in regulatory assets under management on its Form ADV.
How many employees does Summit Financial Consulting LLC have?
Summit Financial Consulting LLC reports 6 employees.
Where is Summit Financial Consulting LLC located?
Summit Financial Consulting LLC is based in Sterling Heights, MI and has been SEC-registered since 2022.
Does Summit Financial Consulting LLC disclose fund performance?
Summit Financial Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 43409 Schoenherr Road, Sterling Heights, MI 48313 |
| Phone | 586-226-2100 |
| Fax | 586-226-3584 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.7M▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$184.7Mregulatory AUM
Discretionary $184.7M