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Building 2SUMMIT STRATEGIES GROUP

Map pinST LOUIS, MO
Phone314-727-7211
NotebookSEC #801-49120
Total AUM
$3.9B
Employees
62
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8182 MARYLAND AVE, 6TH FLOOR
ST LOUIS
MO 63105-3771
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
314-727-7211

ReceiptFinancials

Total AUM
$3.9B
Accounts
25
Discretionary
$3.9B
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$999.4M
Pension/Profit Sharing Plan Clients
22
AUM
$12.6M
Charitable Organization Clients
39
AUM
$2.8B
Government Entity Clients
18
AUM
$0
Insurance Company Clients
3
AUM
$115.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
SEE SCHEDULE D, ITEM 5D(10)
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D ITEM 5E(7)

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMDMONYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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