Summit Planning Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Summit Planning Group LLC
CRD #139519
SEC #801-72951
CIK #
AUM $488.4 MM (100% Disc, 100% US)
Employees12 (58% Investors, 0% Brokers)
Phone920-884-9000
Address3071 Voyager Drive
Green Bay, WI 54311
Source [IAPD] [Website]
Total AUM ($MM)
51541230920610302011201420172020
Comparable Firms State AUM ($BB)
Stark Richard Joseph
CO 0.5
Edelman Personal Financial Advisors LLC
VA 0.5
Johnson Martin Advisors Inc
NV 0.5
Anchor Investment Management LLC
SC 0.5
Stevens Foster Financial Services Inc
MN 0.5
Sierra Investment Management Inc
CA 0.5
Wgshaheen & Associates Ltd
NY 0.5
Giraffes Inc
MS 0.5
JLB & Associates Inc
MI 0.5
Camilla Asset Management LP
TX 0.5
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com