Summit Asset Management, LLC

Summit Asset Management, LLC (CRD# 126244) is a financial advisory firm headquartered in Branford, CT. They manage $77,389,892 in 83 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
420 East Main Street, Suite 11, Branford, CT 06405
http://www.summitplanninggroup.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $932,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, TX

Financial Advisors at Summit Asset Management, LLC
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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