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
Disclosures are self-reported events from Form ADV filings. A disclosure does not necessarily indicate wrongdoing.
No disclosures on file for this firm