The Summit Group

The Summit Group (CRD# 173130) is a financial advisory firm headquartered in San Antonio, TX. They manage $7,913,271 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $226,093
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
  • 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.

TX

Financial Advisors at The Summit Group
Showing 1 - 3 of 3 top financial advisors.
1
Alejandro Cabezut
CRD#: 5790204
4040 Broadway Ste 520, San Antonio, TX 78209
93
Wealthminder
score

Alejandro Cabezut (CRD# 5790204) is an Investment Advisor Representative working at The Summit Group in San Antonio, TX and has over 7 years of experience in the finance industry.

2
Juan M. Collado
CRD#: 6866014
4040 Broadway Ste 520, San Antonio, TX 78209
87
Wealthminder
score

Juan Collado (CRD# 6866014) is an Investment Advisor Representative working at The Summit Group in San Antonio, TX and has 1 year of experience in the finance industry.

3
Peter J. Coulchinsky
CRD#: 2675667
4040 Broadway Ste 520, San Antonio, TX 78209
83
Wealthminder
score

Peter Coulchinsky (CRD# 2675667) is an Investment Advisor Representative working at The Summit Group in San Antonio, TX and has over 21 years of experience in the finance industry.

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