Summerfield
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
3808 E Pratt St, Baltimore, Maryland, 21...Phone Number
(301) 350-2912Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
2
1
1
About Summerfield
Summer Fields Investments, LLC is a fiduciary Registered Investment Advisory firm focused on dividends, income, and value. Established in 2014, the firm manages over 135 client portfolios for individuals, families, and institutions. It is registered to operate in Missouri, California, and New York, adhering to state regulations. The firm charges an annual fee of 0.67% on assets under management, reducing to 0.57% for assets exceeding $500,000.Explore more
Summerfield Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Summerfield is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Summerfield is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summerfield.
Summerfield Tech Stack
A closer look at the technologies used by Summerfield
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Summer Fields Investments, LLC is a fiduciary Registered Investment Advisory firm focused on dividends, income, and value. Established in 2014, the firm manages over 135 client portfolios for individuals, families, and institutions. It is registered to operate in Missouri, California, and New York, adhering to state regulations. The firm charges an... Read More
