SUMMIT WEALTH MANAGEMENT,INC.
Legal name: SUMMIT WEALTH MANAGEMENT,INC
CRD #104820 SEC #801-19451 ROSWELL, GA 678-277-4642
SEC Registered
Total AUM
$110M
Discretionary
$110M
Employees
10
Clients
26
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $16M | $16M | $0 | 5 | -- |
| Mar 2007 | $16M | $16M | $0 | 5 | -- |
| Jan 2006 | $263M | $169.6M | $93.4M | -- | -- |
| Jun 2005 | $110M | $110M | $0 | 10 | -- |
| May 2005 | $110M | $110M | $0 | 10 | -- |
| Mar 2004 | $102M | $102M | $0 | 10 | -- |
| Mar 2004 | $102M | $102M | $0 | 10 | -- |
| Nov 2003 | $53.3M | $53.3M | $0 | 5 | -- |
| Nov 2003 | $53.3M | $53.3M | $0 | 5 | -- |
| May 2002 | $65M | $65M | $0 | 5 | -- |
DateMar 2007
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$263M
Discretionary$169.6M
Non-Disc.$93.4M
Employees--
Clients--
DateJun 2005
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--