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SUMMIT WEALTH STRATEGIES
Tel: 636-532-0088
16020 Swingley Ridge Suite 110
Chesterfield, Missouri 63017
SUMMIT WEALTH STRATEGIES
SUMMIT WEALTH STRATEGIES is a Chesterfield, Missouri based financial advisory firm with nearly $790,545,044 in assets under management and provides investment advisory services for 4790 clients. There are currently 19 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
282502
SEC#:
801-107111
No. of Clients:
4790
Assets under Management
$790,545,044
No. of Advisors:
19
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