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Building 2SUMMIT WEALTH ADVISORS, INC.

Map pinFRISCO, CO
Phone970-468-8800
NotebookSEC #801-112569
Total AUM
$123.2M
Employees
3
Clients
198

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 4:30 PM
Monday - Friday
Phone
970-468-8800

ReceiptFinancials

Total AUM
$123.2M
Accounts
510
Discretionary
$118.1M
Accounts
497
Non-Discretionary
$5.1M
Accounts
13

ContactClients

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Individual Clients
156
AUM
$50.9M
HNW Individual Clients
32
AUM
$66.6M
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
9
AUM
$3.3M

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
AZCACOFLTX

HandshakeAffiliates

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

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