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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 12, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SKINNER, C., RICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKINNER, C., RICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKINNER, CHARLES, RICKY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKINNER, CHARLES, RICKY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKINNER, CHARLES, RICKY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKINNER, CHARLES, RICKY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKINNER, CHARLES, RICKY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKINNER, CHARLES, RICKY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUNDEN, JODY, ALLEN | I | MANAGING MEMBER | D | Control |
| GRUNDEN, JODY, ALLEN | I | MANAGING MEMBER | D | Control |
| GRUNDEN, JODY, ALLEN | I | MANAGING MEMBER | D | Control |
| GRUNDEN, JODY, ALLEN | I | MEMBER | D | Control |
| GRUNDEN, JODY, ALLEN | I | MANAGING MEMBER | D | Control |
| GRUNDEN, JODY, ALLEN | I | MANAGING MEMBER | D | Control |
| GRUNDEN, JODY, ALLEN | I | MANAGING MEMBER | D | Control |
| GRUNDEN, JODY, ALLEN | I | MANAGING MEMBER | D | Control |
| HALE, ADAM | I | MEMBER | C | Control |
| HALE, ADAM | I | MEMBER | C | Control |
| HALE, GABRIEL, ADAM | I | MEMBER | C | Control |
| HALE, GABRIEL, ADAM | I | MEMBER | C | Control |
| HALE, GABRIEL, ADAM | I | MEMBER | C | Control |
| HALE, GABRIEL, ADAM | I | MEMBER | C | Control |
| HALE, GABRIEL, ADAM | I | MEMBER | C | Control |
| HALE, GABRIEL, ADAM | I | MEMBER | C | Control |
Registrations
Federal
IA
Jun 12, 2012 REGISTERED
Notice Filings (2)
IN TX
Address
9815 DAWSON'S CREEK BLVDFORT WAYNE, IN 46825
United States
Phone: 260-497-9761