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

More Retirement Planning firms in Roseville, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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