Overview
Assets Under Management: $514 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 200
Average Client Assets: $1.5 million
Frequently Asked Questions
SUMMIT PLANNING GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139519), SUMMIT PLANNING GROUP LLC is subject to fiduciary duty under federal law.
SUMMIT PLANNING GROUP LLC is headquartered in GREEN BAY, WI.
SUMMIT PLANNING GROUP LLC serves 200 high-net-worth clients according to their SEC filing dated November 21, 2018. View client details ↓
According to their SEC Form ADV, SUMMIT PLANNING GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
SUMMIT PLANNING GROUP LLC manages $514 million in client assets according to their SEC filing dated November 21, 2018.
According to their SEC Form ADV, SUMMIT PLANNING GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 200
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.50%
Average Client Assets: $1.5 million
Total Client Accounts: 2,464
Discretionary Accounts: 2,464
Regulatory Filings
CRD Number: 139519
Filing ID: 1253103
Last Filing Date: 2018-11-21 12:19:00