Summit Investment Advisory Group LLC

Summit Investment Advisory Group LLC (CRD# 306690) is a financial advisory firm headquartered in Huntingdon Valley, PA. They manage $35,832,989 in 114 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
639 Red Lion Road, Huntingdon Valley, PA 19006
http://www.siagusa.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $314,324
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

AL, CT, FL, GA, MD, MO, NC, NJ, OH, PA, TN, TX, VA

Financial Advisors at Summit Investment Advisory Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Spindler, financial advisor Huntingdon Valley PA
James M. Spindler
CRD#: 2342168
639 Red Lion Road, Huntingdon Valley, PA 19006

James Spindler (CRD# 2342168) is an Investment Advisor Representative working at Summit Investment Advisory Group LLC in Huntingdon Valley, PA and has over 30 years of experience in the finance industry.

2
John Marotta, financial advisor Huntingdon Valley PA
John Marotta
CRD#: 7443581
639 Red Lion Road, Huntingdon Valley, PA 19006

John Marotta (CRD# 7443581) is an Investment Advisor Representative working at Summit Investment Advisory Group LLC in Huntingdon Valley, PA and has over 2 years of experience in the finance industry.

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.

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