Christopher
Gula

Summit Place Financial Advisors, LLC

CRD#7414788
Investment Advisor
in Summit, NJ

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About this Advisor

Christopher Gula is a financial advisor based in Summit, New Jersey, working with Summit Place Financial Advisors, LLC. Christopher has previously held positions at Summit Place Financial Advisors, LLC, University Of Miami, and Dream Forward Solutions. Christopher is registered to provide services in New Jersey. Currently, Christopher is part of Summit Place Financial Advisors, LLC, which operates out of Summit, New Jersey. The firm has 3 offices and 4 employees. The firm manages assets totaling $238.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Summit Place Financial Advisors, LLC includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

18 Bank Street Suite 202
Summit, NJ 07901

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Summit Place Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$238,533,605

NJ Average: $10,121,009,343
Total Number of Employees

4

NJ Average: 92
Total Number of Accounts

305

NJ Average: 6,978
Average Account Size

$782,077

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christopher Gula Work History

2018 - Present (6 years)

Summit Place Financial Advisors, LLC

2017 - 2018 (1 year)

Dream Forward Solutions

2012 - 2016 (4 years)

University Of Miami

Disclosures

Please visit the SEC profile of Christopher Gula to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Summit Place Financial Advisors, LLC

Christopher Gula
Summit, NJ
Assunta Mclane
Summit, NJ
Elizabeth Miller
Summit, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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