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).

By the Numbers
  • Total Assets Under Management
    3,131
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $111,811,368
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
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.

FL, LA, MD, MO, NY, OH, PA, TX

Financial Advisors at Summit Strategies Group
Showing 1 - 1 of 1 top financial advisors.
1
Stephen P. Holmes
CRD#: 1542324
8182 Maryland Ave, 6th Floor, Saint Louis, MO 63105
96
Wealthminder
score

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.

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