Assunta Mc Lane
Advisor at Summit Place Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Summit Place Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Summit, NJ 07901
Credentials
CFP®
Industry experience
3 years
Assunta Mc Lane is a CFP® professional with eight years at Summit Place Financial Advisors, LLC and a total of 14 years in the financial industry, including six years at Glenmede Trust Company. She is based in Basking Ridge, NJ, and is part of a four-advisor team. Summit Place Financial Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, and charting analysis across equity and fixed-income securities, offering ongoing account reviews and client reporting through multiple offices.
Based on Summit Place Financial Advisors, LLC
Based on Summit Place Financial Advisors, LLC
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001+: 0.50%
Account minimum: $50,000 Minimum fee: $50,000 annual minimum fee, negotiable and may be waived or reduced at discretion Fee-only: Fee-only basis; no commissions accepted
18 Bank Street, Suite 202
Summit, NJ 07901
New Jersey
Summit Place Financial Advisors, LLC
2018 - Present (8 years)
Glenmede Trust Company
2012 - 2018 (6 years)
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