SUMMIT CPA GROUP, LLC
Legal name: SUMMIT CPA GROUP
CRD #156195 SEC #801-72245 FORT WAYNE, IN 260-497-9761
SEC Registered
Total AUM
$41M
Discretionary
$41M
Employees
1
Clients
0
Accounts
130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $41M | $41M | $0 | 1 | 26 |
| Apr 2012 | $41M | $41M | $0 | 1 | 26 |
| Mar 2012 | $41M | $41M | $0 | 1 | 26 |
| Jun 2011 | $40M | $40M | $0 | 5 | -- |
| Apr 2011 | $40M | $40M | $0 | 5 | -- |
| Apr 2011 | $40M | $40M | $0 | 5 | -- |
| Apr 2011 | $40M | $40M | $0 | 5 | -- |
| Mar 2011 | $40M | $40M | $0 | 5 | -- |
DateJun 2012
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--