SUMMIT INVESTMENT ADVISORY SERVICES - Financial Advisor in Minnesota, Roseville

Tel: (651) 490-2939 3065 Center Pointe Drive Suite 2 Roseville, Minnesota 55113

About SUMMIT INVESTMENT ADVISORY SERVICES

SUMMIT INVESTMENT ADVISORY SERVICES is a Roseville, Minnesota based financial advisory firm with nearly $632,510,025 in assets under management and provides investment advisory services for 2251 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

168594

Firm SEC#:

801-110650

Assets Under Management:

$632,510,025

No. of Clients:

2251

No. of Advisors:

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

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Top Financial Advisory Firms in Minnesota, Roseville

FirmCRD#:146385

SEC#:801-69849

No. of Advisors:10

No. of Clients:559

AUM:$2,735,110,703

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

EHLERS

146385

801-69849

559

$2,735,110,703

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