Strategy
Triad Advisors Welcomes Summit Financial To The Family

Summit, the Los Angeles-based financial advisory firm, is looking to boost its resources via Triad Advisors' platform.
California-based Summit Financial Consultants has joined Triad Advisors' broker-dealer and hybrid RIA platform.
Triad Advisors supports hybrid financial advisory practices and RIAs through its platform of products, trading and technology systems, as well as wealth management solutions.
Summit, which advises affluent and high net worth clients across the US, brings around $225 million in assets to the platform.
Neil Elmouchi, president of Summit Financial Consultants, said the affiliation will give the firm access to better resources, including new technologies, as well as advisory and transactional opportunities through Triad's relationship with its parent company, New York-listed Ladenburg Thalmann.