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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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