Summit Place Financial Advisors,llc
● SEC registered since 2015CRD 147984SEC# 801-96169Summit, NJ
Reg. AUM
$300.4M
Employees
6
Accounts
335
Location
Summit, NJ
Summit Place Financial Advisors,llc assets under management
Summit Place Financial Advisors,llc is an SEC-registered investment adviser based in Summit, NJ. The firm has been registered since 2015. It reports $300.4 million in regulatory assets under management and employs 6 people.
Summit Place Financial Advisors,llc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Assunta Rosaria McLane | Managing Director | Under 5% | 2022 |
| Christopher Jeffrey Gula | Managing Director | Under 5% | 2025 |
| Elizabeth Katz Miller Control | Managing Member, Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Summit Place Financial Advisors,llc manage?
Summit Place Financial Advisors,llc reports $300.4 million in regulatory assets under management on its Form ADV.
How many employees does Summit Place Financial Advisors,llc have?
Summit Place Financial Advisors,llc reports 6 employees.
Where is Summit Place Financial Advisors,llc located?
Summit Place Financial Advisors,llc is based in Summit, NJ and has been SEC-registered since 2015.
Does Summit Place Financial Advisors,llc disclose fund performance?
Summit Place 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 | 18 Bank Street, Suite 202, Summit, NJ 07901 |
| Phone | 908-517-5880 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.4M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$300.4Mregulatory AUM
Discretionary $300.4M