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SUMMIT WEALTH STRATEGIES
CHESTERFIELD, MO
636-532-0088
SEC #801-107111Total AUM
$978.7M
Employees
22Clients
4,970Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16020 SWINGLEY RIDGE
SUITE 110
CHESTERFIELD
MO 63017
United States
SUITE 110
CHESTERFIELD
MO 63017
United States
Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
636-532-0088
Other Offices
3
Financials
Total AUM
$978.7M
Accounts
4,925Discretionary
$975M
Accounts
4,893Non-Discretionary
$3.7M
Accounts
32
Clients
Individual Clients
4,589AUM
$177.9M
HNW Individual Clients
336AUM
$743.5M
Pension/Profit Sharing Plan Clients
27AUM
$47.4M
Corporation or Business Clients
18AUM
$10M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
ARAZCACOFLILINKSLAMONCNYOHSCTNTXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.