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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
102 clients
Average Client Portfolio
$763K average
Assets Under Management
$77.8M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Summit Advisors, LLC brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
160 Technology Drive, Suite 101, Canonsburg, PA, 15317
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Betty is a member of Summit Advisors, a registered investment advisor, since 2008. She spends a few hours per week on accounting and recordkeeping, including one hour during trading hours.
Employment History
Current Registrations
Summit Advisors, LLC
November 2007 - Present · 18 yrs 2 mos
Beaconsfield Financial Services, INC.Broker
March 1984 - Present · 41 yrs 10 mos
Previous Registrations
Azroc Capital Management, INC.Broker
August 2000 - July 2002 · 1 yr 11 mos
R.C. Towne, INC.Broker
June 1983 - October 1983 · 4 mos
State Registrations8 states
ALAZFLGAMIOHPAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.