SUMMIT PLANNING GROUP, INC.
Tel: 315-425-0344 6674 Hammersmith Dr. E. Syracuse, New York 13057
About SUMMIT PLANNING GROUP, INC.
SUMMIT PLANNING GROUP, INC. is a E. Syracuse, New York based financial advisory firm with nearly $103,976,411 in assets under management and provides investment advisory services for 458 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
125994
Firm SEC#:
801-122168
Assets Under Management:
$103,976,411
No. of Clients:
458
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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