Summit Financial, a US-based investment advisory firm with over 40 years of experience providing multi-family office services, added Gateway Advisory, a New Jersey-based firm with $830 million in assets under management.
Summit Financial, a US-based investment advisory firm with over 40 years of experience providing multi-family office services, added Gateway Advisory, a New Jersey-based firm with $830 million in assets under management.
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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