Summit Strategies Group
Summit Strategies Group (CRD# 107161) is a financial advisory firm headquartered in St Louis, MO. They manage $3,130,718,291 in 28 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management3,131MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$111,811,368
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, MD, MO, NY, OH, PA, TX
Stephen Holmes (CRD# 1542324) is an Investment Advisor Representative working at Summit Strategies Group in Saint Louis, MO and has over 29 years of experience in the finance industry.