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SUMMIT PLANNING GROUP, INC.

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

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SUMMIT PLANNING GROUP, INC.

SUMMIT PLANNING GROUP, INC. is a E. Syracuse, New York based financial advisory firm with nearly $103,976,411 in assets under management and provides investment advisory services for 458 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Commission Based

Firm CRD#:

125994

SEC#:

801-122168

No. of Clients:

458

Assets under Management

$103,976,411

No. of Advisors:

5

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