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David Lynn Summers (Exton)


David Lynn Summers is a large advisory firm based in Exton. It manages $29.84 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

David Lynn Summers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

David Lynn Summers: assets under management

The assets under management (AUM) of David Lynn Summers is $29.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $346.93 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay David Lynn Summers for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Exton

The principal office where David Lynn Summers performs its advisory services is located at 690 Stockton Drive, Exton, PA 19341, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-458-1220 or by fax 610-458-1223. The normal business hours are 9:00 to 5:00 est on Monday - Friday.


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