← Back to searchVisit website
SUMMIT PLANNING GROUP, INC.
CRD 125994 · SEC 801-122168
6674 HAMMERSMITH DR., E. SYRACUSE, NY, 13057, United States
Phone
315-425-0344
Fax
315-471-6768
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.0M
Discretionary AUM
$102.7M
Team
4 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 186 | $66.1M |
| High net worth individuals | 24 | $42.6M |
| Pension/profit sharing plans | 1 | $2.2M |
| Charitable organizations | 1 | $32K |
States served
NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD