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Building 2SUMMIT WEALTH ADVISORS, INC.

Map pinFRISCO, CO
Phone970-468-8800
NotebookSEC #801-110871
Total AUM
$86.3M
Employees
2
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 MAIN STREET, SUITE 15
FRISCO
CO 80443
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
970-468-8800

ReceiptFinancials

Total AUM
$86.3M
Accounts
372
Discretionary
$83.1M
Accounts
370
Non-Discretionary
$3.2M
Accounts
2

ContactClients

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Individual Clients
152
AUM
$35.8M
HNW Individual Clients
24
AUM
$45M
Pension/Profit Sharing Plan Clients
2
AUM
$3.2M
Charitable Organization Clients
4
AUM
$2.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLTX

HandshakeAffiliates

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

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