|
⚲
|
| Summit Planning Group Inc
✚
|
|
|---|---|
| CRD # | 125994 |
| SEC # | 801-122168 |
| CIK # | |
| AUM | $104.1 M (2025-04-09) |
| Employees | 5 (20% Investors, 20% Brokers) |
| Phone | 315-425-0344 |
| Address | 6674 Hammersmith Dr E Syracuse, NY 13057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 63.8 |
| (b) Individuals (high net worth individuals) | 22 | 40.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 104.1 |
| By Discretionary | ||
| Discretionary | 325 | 96.9 |
| Non-Discretionary | 141 | 7.2 |
| Total | 466 | 104.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.1 | |
| Total | 466 | 104.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foundry Financial LLC
✚
|
CA | 0.1 |
|
Enspire Wealth Management LLC
✚
|
CA | 0.1 |
|
NGP Financial Planning LLC
✚
|
0.1 | |
|
Lord and Richards Wealth Management LLC
✚
|
CO | 0.1 |
|
K R Financial LLC
✚
|
0.1 | |
|
Berkeley Advisors Inc
✚
|
GA | 0.1 |
|
Jbglobalcom LLC
✚
|
NY | 0.1 |
|
Boston Asset Management Inc
✚
|
FL | 0.1 |
|
Greystone Financial & Estate Services Inc
✚
|
WA | 0.1 |
|
Petrie Capital Management LLC
✚
|
WA | 0.1 |