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SUMMIT INVESTMENTS AND FINANCIAL PLANNING

MCGILL INVESTMENT ADVISORY, LLC

CRD 323974

Visit website

2853 CROWS NEST CIR, UNIONTOWN, OH, 44685, United States

Phone

3302564283

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$10.3M

Discretionary AUM

$10.3M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; FINANCIAL PLANNING FEES

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals33$10.3M

All web addresses on file

Official SEC filing: View on IAPD