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SUMMIT WEALTH GROUP LLC

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

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SUMMIT WEALTH GROUP LLC

SUMMIT WEALTH GROUP LLC is a Exeter, New Hampshire based financial advisory firm with nearly $656,268,782 in assets under management and provides investment advisory services for 1401 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

282205

SEC#:

801-107026

No. of Clients:

1401

Assets under Management

$656,268,782

No. of Advisors:

11

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