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Summit Financial Of Louisiana Inc. (Lafayette)


Summit Financial Of Louisiana Inc. is a large advisory firm based in Lafayette. It manages $360.13 million of regulatory assets for 465 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Colorado, Florida, Georgia, and 3 other states.

Summit Financial Of Louisiana provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Summit Financial Of Louisiana: assets under management

The assets under management (AUM) of Summit Financial Of Louisiana Inc. is $360.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 610% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $360.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $774.48 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Summit Financial Of Louisiana Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Summit Financial Of Louisiana Inc. performs its advisory services is located at 326 Heymann Blvd, Lafayette, LA 70503 The mailing address of the firm is P O Box 53007, Lafayette, LA 70505. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 337-232-1141 or by fax 337-232-1137. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday.


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