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SUMMIT ADVISOR GROUP
SUMMIT ADVISOR GROUP LLC
CRD 324490
3601 MINNESOTA DR, SUITE 960, BLOOMINGTON, MN, 55435, United States
Phone
612-474-0739
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.5M
Discretionary AUM
$46.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $14.5M |
| High net worth individuals | 18 | $32.0M |
All web addresses on file
Official SEC filing: View on IAPD