Summit Financial Group Inc
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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
Years of Experience
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Summit Financial Group Inc Brokerage Details
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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.
Summit Brokerage Service
Summit Financial Group
Ing Financial Partners, Inc
Koorosh Zartoshty has disclosures.
Please visit their SEC profile for more details.