Amporn W. Leininger, Summit Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides financial and advisory services to individuals and small businesses, including securities investment services, comprehensive financial planning, tax preparation and representation, insurance planning, college-aid planning, bookkeeping and small-business consulting. Services are delivered through seminars, face-to-face and online meetings and may include ad hoc analyses as well as ongoing portfolio reporting.
Advisory work is conducted on a non-discretionary basis: the firm provides analysis, research and recommendations while clients retain final investment decisions, and it uses methods such as charting, fundamental and technical analysis across a range of instruments and strategies. Compensation is largely transaction- and project-based, with planning billed hourly or by project rather than through a percentage-of-assets arrangement.
Noteworthy features include the adviser’s status as an enrolled agent who prepares tax returns and represents clients before the IRS, and licensure as an insurance agent through which the firm receives commissions for life and annuity products—arrangements that are uncommon among firms classified as investment managers. The firm operates as a sole proprietor offering an unusual combination of tax, insurance, college-aid and bookkeeping services alongside investment advice, and it does not take custody of client assets or trade on a discretionary basis.
Client services
Financial planning
Tax , retirement, insurance and annuty planning, small business consulting
Tax , retirement, insurance and annuty planning, small business consulting
Expertise
College savings (529s, UTMA, etc.)
General tax planning
General retirement planning
Annuities
Cash flow / budgeting
Fee options
Project-based fees for financial planning, discussed prior to commencement
$0 - $5,000: 1.00% $5,001 - $25,000: 0.75% $25,001+: 0.50%
Receives commissions from selling health (not active) and life insurance and annuity products
Financial Planning Service hourly rate: $150 per hour, billed in 15-minute increments; minimum fee $1,000 for comprehensive planning, $200 minimum for Ad Hoc Analysis
Account minimum: $5,000 Minimum fee: $50 minimum fee on each investment purchase or sell/liquidation for Securities Investment Service; $1,000 minimum fee for comprehensive financial planning; $200 minimum fee for Ad Hoc Analysis Fee-only: Financial Planning Service charged at $150 per hour, with increments of 15 minutes; project-based fees also available (less expensive than hourly)
Main office location
Amporn W. Leininger, Summit Financial Services
San Francisco CA, United States
Number of offices
2
Most active in
Amporn W. Leininger, Summit Financial Services has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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