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SUMMIT WEALTH STRATEGIES

Tel: 636-532-0088
16020 Swingley Ridge
Suite 110
Chesterfield, Missouri  63017

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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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