Managing Director · Summit Place Financial Advisors, LLC
Christopher J. Gula
CRD 7414788 · Named on Form ADV at one SEC-registered adviser
At a glance
Summit Place Financial Advisors, LLC, an SEC-registered wealth manager based in Summit, NJ with $300 million in regulatory assets, lists Christopher J. Gula on its Form ADV as Managing Director.
Firms and roles
- Summit Place Financial Advisors, LLCManaging DirectorWealth manager · Summit, NJ · $300M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Elizabeth K. MillerManaging Member, Chief Compliance Officer, Summit Place Financial Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.