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Building 2SUMMIT WEALTH GROUP LLC

Map pinEXETER, NH
Phone802-295-5300
NotebookSEC #801-107026
Total AUM
$761.9M
Employees
10
Clients
456

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20B HAMPTON ROAD
EXETER
NH 03833
United States
Operating Hours
9:00 AM - 5:00 PM
MONDAY - THURSDAY
Phone
802-295-5300
Other Offices
1

ReceiptFinancials

Total AUM
$761.9M
Accounts
1,445
Discretionary
$753.2M
Accounts
1,444
Non-Discretionary
$8.7M
Accounts
1

ContactClients

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Individual Clients
222
AUM
$88.5M
HNW Individual Clients
223
AUM
$655.8M
Pension/Profit Sharing Plan Clients
11
AUM
$17.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMAMENHNYVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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