SUMMIT WEALTH GROUP LLC

20b Hampton Road
Exeter, New Hampshire 03833
Tel: 802-295-5300

About SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC, formally registered with the SEC as SUMMIT WEALTH GROUP LLC. The firm was established in 12/23/2015. They have over 2 offices throughout the country.

SUMMIT WEALTH GROUP LLC is a Exeter, New Hampshire based Financial Planning firm with nearly $656,268,782 assets under management, offering retirement planning & investment advisory services to 1401 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282205
SEC#	801-107026
Assets Managed by Firm	$656,268,782
No. of Clients	1401
No. of Advisors	11

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	1401	$656,268,782
Individuals (other than high net worth individuals)	213	$79,750,778
High net worth individuals	214	$561,159,683
Pension and profit sharing plans	11	$15,243,873
Charitable organizations	Fewer than 5 clients	$114,448

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