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|
| Keyboard |
| Summit Planning Group Inc
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|
|---|---|
| CRD # | 125994 |
| SEC # | 801-122168 |
| CIK # | 0002071702 |
| AUM | 111.0 M (2026-03-30) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 315-425-0344 |
| Address | 6674 Hammersmith Dr E Syracuse, NY 13057 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 66.1 |
| (b) Individuals (high net worth individuals) | 24 | 42.6 |
| (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 | 1 | 2.2 |
| (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 | 459 | 111.0 |
| By Discretionary | ||
| Discretionary | 320 | 102.7 |
| Non-Discretionary | 139 | 8.3 |
| Total | 459 | 111.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.0 | |
| Total | 459 | 111.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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