About Ted K. Saneholtz of SUMMIT FINANCIAL
Ted K. Saneholtz is President/Treasurer/Chief Financial Officer at Summit Financial Strategies Inc. and has been affiliated with Summit Financial Strategies Inc. since September-1998.
Summit Financial Strategies Inc. is an investment advisor that manages 900.2 MM dollars in regulatory AUM and has 24 employees, of which 18 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 220% of the manager's regulatory AUM.
For more on Summit Financial Strategies Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Summit Financial Strategies Inc. is an investment advisor that manages 900.2 MM dollars in regulatory AUM and has 24 employees, of which 18 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 220% of the manager's regulatory AUM.
For more on Summit Financial Strategies Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
SUMMIT FINANCIAL StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.7%/yr
Co-workers of Ted K. Saneholtz at SUMMIT FINANCIAL
| Name | Title | In Position Since |
|---|
| Samantha A. Macchia | Vice President/Secretary/Chief Compliance Officer/Chief Operating Officer/Director Of Wealth Management | January-2002 |
| Brian T. Sutliff | Vice President/Director Of Marketing | January-2005 |
| Liam J. Hurley | Vice President/Chief Investment Officer | January-2005 |
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Ted K. Saneholtz Office Address
7965 NORTH HIGH STREET
SUITE 350
COLUMBUS, Ohio
UNITED STATES, 43235-8446
SUITE 350
COLUMBUS, Ohio
UNITED STATES, 43235-8446
Ted K. Saneholtz Contact Information
Phone Number: 614-885-1115
Fax Number: 614-885-1495
Website: http://www.summitfin.com
Fax Number: 614-885-1495
Website: http://www.summitfin.com
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