Summit Strategies Group
Summit Strategies Group (CRD# 107161) is a financial advisory firm headquartered in Saint Louis, MO. They manage $3,132,810,626 in 28 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3,133MILLION
-
Total Number of Accounts28ACCOUNTS
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Average Account Value$111,886,094
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, MD, MO, NY, TX
Financial Advisors at Summit Strategies Group
No Advisor Found.
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