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Building 2SUMMIT PLANNING GROUP, INC.

Map pinE. SYRACUSE, NY
Phone315-425-0344
NotebookSEC #801-122168
Total AUM
$111M
Employees
4
Clients
212

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6674 HAMMERSMITH DR.
E. SYRACUSE
NY 13057
United States
Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
315-425-0344

ReceiptFinancials

Total AUM
$111M
Accounts
459
Discretionary
$102.7M
Accounts
320
Non-Discretionary
$8.3M
Accounts
139

ContactClients

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Individual Clients
186
AUM
$66.1M
HNW Individual Clients
24
AUM
$42.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M
Charitable Organization Clients
1
AUM
$32.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLNHNYTX

HandshakeAffiliates

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

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