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Building 2SUMMIT WEALTH GROUP, LLC

Map pinTULSA, OK
Phone(888) 439-3041
NotebookSEC #801-122606
Total AUM
$182.5M
Employees
8
Clients
282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9175 S YALE AVENUE
SUITE 100
TULSA
OK 74137
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
(888) 439-3041
Other Offices
4

ReceiptFinancials

Total AUM
$182.5M
Accounts
824
Discretionary
$180.2M
Accounts
822
Non-Discretionary
$2.3M
Accounts
2

ContactClients

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Individual Clients
226
AUM
$53.9M
HNW Individual Clients
56
AUM
$128.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNHOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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