SUMMIT WEALTH GROUP LLC
Tel: 802-295-5300 20b Hampton Road Exeter, New Hampshire 03833
About 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
Firm CRD#:
282205
Firm SEC#:
801-107026
Assets Under Management:
$656,268,782
No. of Clients:
1401
No. of Advisors:
11
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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