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).
Total Assets Under Management10MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$230,302
- Hourly charges
- Financial planning services
- Selection of other advisers (including private fund managers)