SUMMIT WEALTH GROUP LLC is a White River Junction, Vermont based financial advisory firm with nearly $499,675,083 in assets under management and provides investment advisory services for 1351 clients. There are currently 11 financial advisors at the firm.
General Information |
| Firm CRD#: | 282205 | |
| SEC#: | 801-107026 | |
| Assets under Management: | $499,675,083 | |
| No. of Clients: | 1351 | |
| No. of Advisors: | 11 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BROADLAKE FINANCIAL MANAGEMENT | 105057 | 801-34761 | 1223 | 4 | $285,126,849 |
| MARBLE TRAIL ADVISORS | 154744 | 801-115308 | 941 | 8 | $318,514,531 |
| ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC | 312253 | 801-120352 | 818 | 3 | $173,065,142 |
| WILLIAMS FINANCIAL, LLC | 137038 | 801-118678 | 755 | 7 | $147,574,395 |
| PRENTISS SMITH & COMPANY, INC. | 110928 | 801-17579 | 631 | 9 | $402,004,304 |
| BENNINGTON FINANCIAL PLANNING GROUP | 116302 | 801-118801 | 602 | 3 | $150,046,855 |
| OTTO & ASSOCIATES, INC. | 109493 | 801-58024 | 579 | 6 | $194,454,861 |
| FARROW FINANCIAL INC | 110526 | 801-15865 | 515 | 5 | $194,880,909 |
| COPPER LEAF FINANCIAL, LLC | 285378 | 801-120617 | 511 | 5 | $148,965,842 |
| INTRACK INVESTMENT MANAGEMENT, INC. | 106450 | 801-79488 | 501 | 6 | $207,287,791 |
| WESTVIEW INVESTMENT ADVISORS | 305655 | 801-117557 | 449 | 4 | $157,366,765 |
| DEMPSEY INVESTMENT MANAGEMENT, LLC | 134667 | 801-127621 | 433 | 1 | $115,846,021 |
| HUTNER CAPITAL MANAGEMENT INC. | 107896 | 801-79521 | 115 | 4 | $190,073,128 |
| BASCOMB MADISON & JAMES CAPITAL MANAGEMENT | 154148 | 801-76788 | 40 | 1 | $116,755,029 |
| BIRCHVIEW CAPITAL, LP | 170534 | 801-79710 | 16 | 5 | $210,506,714 |