SUMMIT PLACE FINANCIAL ADVISORS,LLC
SEC file number 801-96169
· SUMMIT, NJ
https://summitplaceguesthouse.co.za ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$238.5M
Discretionary AUM
$238.5M
Employees
4
Clients
—
Firm
- Address
- 18 BANK STREET
SUMMIT, NJ 07901 - Phone
- —
- Website
- https://summitplaceguesthouse.co.za
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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AdvisorNet Financial, Inc · D/A · Apr 21, 2026
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AdvisorNet Financial, Inc · D/A · Apr 15, 2025