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Building 2SUMMIT WEALTH GROUP

Map pinCOLORADO SPRINGS, CO
Phone7196334033
NotebookSEC #801-132262
Total AUM
$2.3B
Employees
80
Clients
3,117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13710 STRUTHERS ROAD, SUITE 115
COLORADO SPRINGS
CO 80921
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
7196334033
Other Offices
10

ReceiptFinancials

Total AUM
$2.3B
Accounts
8,632
Discretionary
$2.3B
Accounts
8,632
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,533
AUM
$779.8M
HNW Individual Clients
584
AUM
$1.5B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSNCNENJNMNYOHOKORPASCSDTNTXVAWAWV

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

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