Summit Wealth Strategies Group, LLC
Summit Wealth Strategies Group, LLC (CRD# 149913) is a financial advisory firm headquartered in , . They manage $48,568,052 in 56 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Summit Wealth Strategies Group, LLC
By the Numbers
-
Total Assets Under Management49MILLION
-
Total Number of Accounts56ACCOUNTS
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Average Account Value$867,287
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Summit Wealth Strategies Group, LLC
1
Michael Demeyere (CRD# 3220368) is an Investment Advisor Representative working at Summit Wealth Strategies Group, LLC in Brighton, MI and has over 24 years of experience in the finance industry.
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