SUMMIT PLANNING GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$111,006,666
Discretionary
$102,723,589
Non-discretionary
$8,283,077
Firm details
- CRD number
- 125994
- SEC file number
- 801-122168
- Main office
- E. SYRACUSE, NY, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.SUMMITPLAN.COM
- Fee structure
-
Percentage of AUM
As of October 2026.