SUMMIT WEALTH STRATEGIES - Financial Advisor in Missouri, Chesterfield

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

About 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

Firm CRD#:

282502

Firm SEC#:

801-107111

Assets Under Management:

$790,545,044

No. of Clients:

4790

No. of Advisors:

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

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

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$1,017,526,426

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