SUMMIT PLANNING GROUP LLC
CRD #139519 SEC #801-72951 GREEN BAY, WI 920-884-9000
SEC Registered
Total AUM
$488.4M
Discretionary
$488.4M
Employees
12
Clients
--
Accounts
2,551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $488.4M | $488.4M | $0 | 12 | 0 |
| Nov 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Jul 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Jul 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Apr 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Mar 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Mar 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Mar 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Mar 2018 | $513.7M | $513.7M | $0 | 12 | 0 |
| Sep 2017 | $450M | $450M | $0 | 11 | 900 |
| Jun 2017 | $450M | $450M | $0 | 11 | 900 |
| Mar 2017 | $432.5M | $432.5M | $0 | 11 | 900 |
| Sep 2016 | $397.2M | $397.2M | $0 | 11 | 900 |
| Feb 2016 | $397.2M | $397.2M | $0 | 12 | 900 |
| Nov 2015 | $412.6M | $412.6M | $0 | 11 | 900 |
| Feb 2015 | $412.6M | $412.6M | $0 | 11 | 900 |
| Jul 2014 | $345M | $345M | $0 | 9 | 700 |
| Mar 2014 | $345M | $345M | $0 | 9 | 700 |
| Mar 2013 | $271.4M | $271.4M | $0 | 7 | 600 |
| Jan 2013 | $240M | $240M | $0 | 7 | 600 |
| May 2012 | $240M | $240M | $0 | 1 | 600 |
| May 2012 | $240M | $240M | $0 | 1 | 600 |
DateMar 2019
Total AUM$488.4M
Discretionary$488.4M
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateJul 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateJul 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees11
Clients900
DateJun 2017
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees11
Clients900
DateMar 2017
Total AUM$432.5M
Discretionary$432.5M
Non-Disc.$0
Employees11
Clients900
DateSep 2016
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees11
Clients900
DateFeb 2016
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees12
Clients900
DateNov 2015
Total AUM$412.6M
Discretionary$412.6M
Non-Disc.$0
Employees11
Clients900
DateFeb 2015
Total AUM$412.6M
Discretionary$412.6M
Non-Disc.$0
Employees11
Clients900
DateJul 2014
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees9
Clients700
DateMar 2014
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees9
Clients700
DateMar 2013
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees7
Clients600
DateJan 2013
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees7
Clients600
DateMay 2012
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees1
Clients600
DateMay 2012
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees1
Clients600