Summit Advisory Solutions, Ltd.
Summit Advisory Solutions, Ltd. (CRD# 115374) is a financial advisory firm headquartered in Poughkeepsie, NY. They manage $9,782,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Summit Advisory Solutions, Ltd.
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts42ACCOUNTS
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Average Account Value$232,905
Compensation Options
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
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.
NY
Financial Advisors at Summit Advisory Solutions, Ltd.
No Advisor Found.
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