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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-002097
Filing Date
2024-05-09
Accepted
2024-05-09 08:59:37
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2150
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 69607
  Complete submission text file 0001172661-24-002097.txt   72958
Mailing Address 4111 WORTH AVE. #510 COLUMBUS OH 43219-3599
Business Address 4111 WORTH AVE. #510 COLUMBUS OH 43219-3599 614-885-1115
Summit Financial Strategies, Inc. (Filer) CIK: 0001625246 (see all company filings)

IRS No.: 311412791 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-16537 | Film No.: 24928836