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).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Summit Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Bizek
CRD#: 1163641
12 Baker Farm Road, Manchester Center, VT 05255
93
Wealthminder
score

Robert Bizek (CRD# 1163641) is an Investment Advisor Representative working at Summit Advisors Inc. in Manchester Center, VT and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.