Summit Financial Group, Inc. is a holding company, which engages in the provision of community banking and insurance services. It operates through the following division: Community Banking, and Lending. the Community Banking division includes demand, savings and time deposits; commercial, real estate and consumer loans; trust and wealth management services; and cash management services. The Lending division refers to the commercial, commercial real estate, construction and land development, residential real estate, consumer and mortgage warehouse lines of credit.The company was founded on March 5, 1987 and is headquartered in Moorefield, WV.
Company profile
Website
CEO
H. Charles Maddy
Employees
Incorporated
Location
Fiscal year end
Sector
SEC CIK
IRS number
371895248
SEC advisor number
801-114377
FINRA CRD number
299322
AUM ?
$3.09 bn
(as of 30 May 19)
Accounts
6,384
(as of 30 May 19)
Employees
195
(62 investment advisory or research)
Address
Summit Financial
4 CAMPUS DRIVE
PARSIPPANY
NJ 07054
4 CAMPUS DRIVE
PARSIPPANY
NJ 07054
Phone
9732853600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR
Quarterly holdings report by institutional manager
6 Aug 21
13F-HR
Quarterly holdings report by institutional manager
3 May 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21
13F-HR
Quarterly holdings report by institutional manager
22 Oct 20
13F-HR
Quarterly holdings report by institutional manager
12 Aug 20