The Summit Group
The Summit Group (CRD# 173130) is a financial advisory firm headquartered in San Antonio, TX. They manage $7,106,593 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$253,807
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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.