PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

Just when it looked done with deals for 2024, Summit Financial made another move in the Southeast – and it's a doozy. On Wednesday, Summit announced a minority investment in Gordon Asset Management, a ...

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Gateway Advisory, a New Jersey-based RIA with $830 ...

Summit Financial, a Parsippany, N.J.–based registered investment advisor, and its backer Merchant Investment Management, have taken a significant stake in the wealth management arm of Meeder ...

Summit Asset Management LLC boosted its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 3.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 59,251 shares of ...