Be advised. This firm is no longer registered.

Summit Advisors Inc.

Summit Advisors Inc. (CRD# 169103) is a financial advisory firm headquartered in Manchester Center, VT. They manage $15,391,933 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12 Baker Farm Road, Manchester Center, VT 05255
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $165,505
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Summit Advisors Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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