SUMMIT WEALTH GROUP
Colorado Springs, CO
AUM
$2.31B
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
7196334033
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CO, COLORADO SPRINGS
16 advisers found
Colorado Springs, CO
AUM
$2.31B
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
7196334033
Colorado Springs, CO
AUM
$1.69B
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
719-228-1080
Colorado Springs, CO
AUM
$1.10B
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
719-575-9880
Colorado Springs, CO
AUM
$905.2M
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-478-7036
Colorado Springs, CO
AUM
$778.5M
Team
5 advisors
Clients
—
Fees
Percentage of AUM
719-473-6925
Colorado Springs, CO
AUM
$745.2M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-471-1171
Colorado Springs, CO
AUM
$620.1M
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
719-900-1295
Colorado Springs, CO
AUM
$615.0M
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-879-1376
Colorado Springs, CO
AUM
$602.6M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
719-413-8820
Colorado Springs, CO
AUM
$419.9M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
719-632-0818
Colorado Springs, CO
AUM
$205.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
719 575-9000
Colorado Springs, CO
AUM
$171.3M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
719-694-8002
Colorado Springs, CO
AUM
$169.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-822-0808
Colorado Springs, CO
AUM
$105.2M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
719-540-9990
Colorado Springs, CO
AUM
$71.7M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
303-800-8179
Colorado Springs, CO
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
7194329657