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Building 2SUMMIT WEALTH MANAGEMENT, INC

Map pinATLANTA, GA
Phone770-391-5831
NotebookSEC #801-29339
Total AUM
$517M
Employees
17
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 PERIMETER CENTER PLACE NE
SUITE 150
ATLANTA
GA 30346
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
770-391-5831

ReceiptFinancials

Total AUM
$517M
Accounts
2,242
Discretionary
$463M
Accounts
1,936
Non-Discretionary
$54M
Accounts
306

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)SRO Rule Violation
State Registrations
CAFLGAILLANVTX

HandshakeAffiliates

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

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