SUMMIT PLANNING GROUP, INC.
CRD #125994 SEC #801-122168 E. SYRACUSE, NY 315-425-0344
SEC Registered Disclosures
Total AUM
$104.1M
Discretionary
$96.9M
Employees
5
Clients
101
Accounts
466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $104.1M | $96.9M | $7.2M | 5 | 0 |
| Mar 2025 | $104.1M | $96.9M | $7.2M | 5 | 0 |
| Mar 2024 | $104M | $96.5M | $7.4M | 5 | 0 |
| Mar 2023 | $101.4M | $93.7M | $7.7M | 5 | 0 |
| Mar 2022 | $103.8M | $92.6M | $11.2M | 5 | 0 |
| Jan 2022 | $105.4M | $95.9M | $9.5M | 5 | 0 |
| Oct 2021 | $105.4M | $95.9M | $9.5M | 6 | 0 |
| Sep 2021 | $105.4M | $95.9M | $9.5M | 6 | 0 |
| Sep 2021 | $105.4M | $95.9M | $9.5M | 6 | 0 |
| Aug 2021 | $105.4M | $95.9M | $9.5M | 6 | 0 |
| Aug 2021 | $105.4M | $95.9M | $9.5M | 6 | 0 |
| Jul 2021 | $106.3M | $95.6M | $10.7M | 6 | 0 |
DateApr 2025
Total AUM$104.1M
Discretionary$96.9M
Non-Disc.$7.2M
Employees5
Clients0
DateMar 2025
Total AUM$104.1M
Discretionary$96.9M
Non-Disc.$7.2M
Employees5
Clients0
DateMar 2024
Total AUM$104M
Discretionary$96.5M
Non-Disc.$7.4M
Employees5
Clients0
DateMar 2023
Total AUM$101.4M
Discretionary$93.7M
Non-Disc.$7.7M
Employees5
Clients0
DateMar 2022
Total AUM$103.8M
Discretionary$92.6M
Non-Disc.$11.2M
Employees5
Clients0
DateJan 2022
Total AUM$105.4M
Discretionary$95.9M
Non-Disc.$9.5M
Employees5
Clients0
DateOct 2021
Total AUM$105.4M
Discretionary$95.9M
Non-Disc.$9.5M
Employees6
Clients0
DateSep 2021
Total AUM$105.4M
Discretionary$95.9M
Non-Disc.$9.5M
Employees6
Clients0
DateSep 2021
Total AUM$105.4M
Discretionary$95.9M
Non-Disc.$9.5M
Employees6
Clients0
DateAug 2021
Total AUM$105.4M
Discretionary$95.9M
Non-Disc.$9.5M
Employees6
Clients0
DateAug 2021
Total AUM$105.4M
Discretionary$95.9M
Non-Disc.$9.5M
Employees6
Clients0
DateJul 2021
Total AUM$106.3M
Discretionary$95.6M
Non-Disc.$10.7M
Employees6
Clients0