0001172661-24-002859.txt : 20240723 0001172661-24-002859.hdr.sgml : 20240723 20240723093415 ACCESSION NUMBER: 0001172661-24-002859 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240723 EFFECTIVENESS DATE: 20240723 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Strategies, Inc. CENTRAL INDEX KEY: 0001625246 ORGANIZATION NAME: IRS NUMBER: 311412791 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-16537 FILM NUMBER: 241133085 BUSINESS ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 BUSINESS PHONE: 614-885-1115 MAIL ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 N-PX 1 primary_doc.xml N-PX IM LIVE 0001625246 XXXXXXXX false false 06/30/2024 YEAR 2024 Summit Financial Strategies, Inc. 614-885-1115

4111 WORTH AVE. #510 COLUMBUS OH 43219-3599

INSTITUTIONAL MANAGER NOTICE REPORT REPORTING PERSON HAS POLICY TO NOT VOTE N 028-16537 000110112 801-50616 N Summit Financial Strategies, Inc. Luke Salcone Luke Salcone Chief Compliance Officer 07/23/2024