Summit Investment Advisory Services Inc

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Summit Investment Advisory Services Inc
CRD #168594
SEC #801-110650
CIK #
AUM $333.3 MM (98% Disc, 100% US, 2020-03-02)
Employees6 (100% Investors, 100% Brokers)
Phone651-490-2939
Address3065 Center Pointe Drive
Roseville, MN 55113
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3352682011346702010201320172021
Comparable Firms State AUM ($BB)
Capelli Financial Services Inc
MI 0.3
JUNK IVAN Richard
MD 0.3
Quantum Financial Planning Services Inc
WA 0.3
Carolina Capital Consulting Inc
NC 0.3
Investment Advisory Services Inc
TX 0.3
Taylor Bernard
0.3
Reilly Herbert Faulkner III
NY 0.3
Daniel G Gensler
CA 0.3
Orion Investment Co
MO 0.3
Haymarket Wealth Management LLC
NJ 0.3
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