Summit Advisor Group
Summit Advisor Group (CRD# 324490) is a financial advisory firm headquartered in Bloomington, MN. They manage $34,319,236 in 141 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$243,399
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at Summit Advisor Group
1
John Tenley (CRD# 4983645) is an Investment Advisor Representative working at Summit Advisor Group in Bloomington, MN and has over 18 years of experience in the finance industry.
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