Summit Advisory Solutions, Ltd.

Summit Advisory Solutions, Ltd. (CRD# 115374) is a financial advisory firm headquartered in Poughkeepsie, NY. They manage $9,903,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $230,302
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.

NY

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