Network origin in Fred George Werner first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Summit Financial Wealth Advisors LLC
 Summit Financial Wealth Advisors LLC Investment ManagersFinance Summit Financial Wealth Advisors LLC (Summit Financial) is a registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded as an independent team within Legg Mason in 2003 and became a Focus Financial Partner Firm in 2014. They are a direct subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Summit Financial offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Fred George Werner via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Louisiana at Lafayette | College/University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Sectoral
| Consumer Services | 2 |
| Finance | 2 |
Operational
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Most connected contacts
| Insiders | |
|---|---|
| David Russell Daniel | 3 |
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