Summit Planning Group LLC


Assets, Funds, Holdings

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Summit Planning Group LLC
CRD #139519
SEC #801-72951
AUM $488.4 MM (100% Disc, 100% US)
Employees12 (58% Investors, 0% Brokers)
Address3071 Voyager Drive
Green Bay, WI 54311
Source [IAPD] [Website]
Total AUM ($MM)
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
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