AUMdb

Amporn W. Leininger, Summit Financial Services

State-registered Insurance-Affiliated CRD 130255 · · WWW.SUMMITFINANCIALSF.COM
☆ Save with Pro ADV data as of Mar 17, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Amporn W Leininger Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/17/2026 1.01 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees
  • Commissions

Services

  • Financial planning services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.

View current Form ADV (SEC/IAPD) ↗