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Building 2SUMMIT WEALTH ADVOCATES, LLC

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Phone612-987-9112
NotebookSEC #801-112153
Total AUM
$314.9M
Employees
8
Clients
565

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
612-987-9112
Other Offices
3

ReceiptFinancials

Total AUM
$314.9M
Accounts
1,414
Discretionary
$295.1M
Accounts
1,179
Non-Discretionary
$19.8M
Accounts
235

ContactClients

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Individual Clients
345
AUM
$68.7M
HNW Individual Clients
219
AUM
$246.2M
Corporation or Business Clients
1
AUM
$2.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILLAMNSDTXWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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