Summit Planning Group LLC

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CAFR Data
Summit Planning Group LLC
CRD #139519
SEC #801-72951
CIK #
AUM $488.4 MM (100% Disc, 100% US, 2019-03-22)
Employees12 (58% Investors, 0% Brokers)
Phone920-884-9000
Address3071 Voyager Drive
Green Bay, WI 54311
Source [IAPD] [Website]
Total AUM ($MM)
51541230920610302011201420172020
Comparable Firms State AUM ($BB)
Greylin Investment Management Inc
VA 0.5
Johnson Martin Advisors Inc
NV 0.5
Navigation Group LLC
CA 0.5
John A Wolfe & Associates Inc
MI 0.5
RBO & Co LLC
CA 0.5
Navpoint Financial Inc
MN 0.5
Valicenti Advisory Services Inc
NY 0.5
Billeaud Capital Management LLC
LA 0.5
Shikiar Asset Management Inc
NY 0.5
Sycamore Financial Group Inc
IN 0.5
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