David Paul Koenig

Summit Advisors, LLC

30 Years of Experience

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Firm Information

Summit Advisors, LLC

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

160 Technology Drive, Suite 101, Canonsburg, PA, 15317

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Regulatory 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.

Other Business Activities

David works as an investment advisor for Summit Advisors, spending minimal time on this activity. This is an investment-related activity.

Employment History

Current Registrations

Summit Advisors, LLC

August 2010 - Present · 15 yrs 5 mos

Beaconsfield Financial Services, INC.Broker

January 1995 - Present · 31 yrs

State Registrations10 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.