Koorosh
Zartoshty

Summit Financial Group Inc

CRD#2689815
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Koorosh Zartoshty is an advisor whose office is in Woodland Hills, California. Currently a registered investment advisor with Summit Financial Group Inc, Zartoshty has a notable 28 years of experience in the financial advisory industry. Zartoshty maintains Series 63 and Series 66 licenses, certifying them as a securities broker. Zartoshty can work with investors based out of California. Over the course of their career, Zartoshty has held roles at Ing Financial Partners, Inc, Summit Brokerage Service and Summit Financial Group. Summit Financial Group Inc is headquartered in Woodland Hills, California, and operates out of 260 additional offices in the country. In aggregate, Summit Financial Group Inc oversees $3 billion in assets dispersed across 14,864 client accounts and retains more than 374 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 4,097 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 22% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Summit Financial Group Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

21550 Oxnard Street Suite 695
Woodland Hills, CA 91367

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Summit Financial Group Inc Brokerage Details

Total Assets Under Management

$3,349,580,639

CA Average: $1,855,561,029
Total Number of Employees

374

CA Average: 62
Total Number of Accounts

14,864

CA Average: 2,474
Average Account Size

$225,349

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Koorosh Zartoshty Work History

Koorosh has 28 years of experience.

2011 - Present (8 years)

Summit Brokerage Service

2011 - Present (8 years)

Summit Financial Group

2004 - 2011 (7 years)

Ing Financial Partners, Inc

Disclosures

Koorosh Zartoshty has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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