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About Todd F. Lambert of SUMMIT FINANCIAL

Todd F. Lambert is Partner at Summit Financial Wealth Advisors Llc and has been affiliated with Summit Financial Wealth Advisors Llc since April-2014.

Summit Financial Wealth Advisors Llc is an investment advisor that manages 400.8 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 239MM in positions, which represents 60% of the manager's regulatory AUM.

For more on Summit Financial Wealth Advisors Llc 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


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.2%/yr

Co-workers of Todd F. Lambert at SUMMIT FINANCIAL

Name Title In Position Since
David R. Daniel Managing Partner April-2014
Suzette Broussard Chief Compliance Officer April-2014
Michael E. Pharr Partner April-2014

SUMMIT FINANCIAL Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NOBL 8.5422% ETF -3.41% 2.67% -0.5% 0 1%
FEX 3.5089% ETF 2.6% 2.67% -0% 1 0%
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Todd F. Lambert Office Address

LAFAYETTE, Louisiana

Todd F. Lambert Contact Information

Phone Number: 337-232-1141
Fax Number: 337-232-1137



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