SUMMIT PLANNING GROUP, INC.

6674 Hammersmith Dr.
E. Syracuse, New York 13057
Tel: 315-425-0344

About SUMMIT PLANNING GROUP, INC.

SUMMIT PLANNING GROUP, INC, formally registered with the SEC as SUMMIT PLANNING GROUP, INC. The firm was established in 09/15/2021. They have over 1 offices throughout the country.

SUMMIT PLANNING GROUP, INC. is a E. Syracuse, New York based Financial Planning firm with nearly $103,976,411 assets under management, offering retirement planning & investment advisory services to 458 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125994
SEC#	801-122168
Assets Managed by Firm	$103,976,411
No. of Clients	458
No. of Advisors	5

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	458	$103,976,411
Individuals (other than high net worth individuals)	183	$61,547,802
High net worth individuals	26	$42,428,609

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