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Home > Retirement Planners > minnesota > roseville > SUMMIT INVESTMENT ADVISORY SERVICES
SUMMIT INVESTMENT ADVISORY SERVICES
3065 Center Pointe Drive
Suite 2
Roseville, Minnesota 55113
Tel: (651) 490-2939
About SUMMIT INVESTMENT ADVISORY SERVICES
SUMMIT INVESTMENT ADVISORY SERVICES, formally registered with the SEC as SUMMIT INVESTMENT ADVISORY SERVICES. The firm was established in 06/09/2017. They have over 3 offices throughout the country.
SUMMIT INVESTMENT ADVISORY SERVICES is a Roseville, Minnesota based Financial Planning firm with nearly $632,510,025 assets under management, offering retirement planning & investment advisory services to 2251 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168594 |
| SEC# | 801-110650 |
| Assets Managed by Firm | $632,510,025 |
| No. of Clients | 2251 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2251 | $632,510,025 |
| Individuals (other than high net worth individuals) | 891 | $254,585,285 |
| High net worth individuals | 461 | $377,924,740 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
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| $85,511,782,543 | 279 | 102 |
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