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Building 2SUMMIT PLANNING GROUP LLC

Map pinGREEN BAY, WI
Phone920-884-9000
NotebookSEC #801-72951
Total AUM
$488.4M
Employees
12
Clients
1,033

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3071 VOYAGER DRIVE
SUITE A
GREEN BAY
WI 54311
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
920-884-9000

ReceiptFinancials

Total AUM
$488.4M
Accounts
2,551
Discretionary
$488.4M
Accounts
2,551
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
822
AUM
$204.7M
HNW Individual Clients
188
AUM
$273.3M
Pension/Profit Sharing Plan Clients
22
AUM
$9.1M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMIMNTXWI

HandshakeAffiliates

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

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