Summit Investment Advisory Group LLC
Firm details
- Headquarters
- Huntingdon Valley, Pennsylvania
- CRD number
- 306690
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.78%
- Individuals26.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Summit Investment Advisory Group LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on individuals, families and small-business owners. The firm provides fee-based financial planning and discretionary portfolio management, charging either a percentage of assets under management or fixed fees. Its publicly reported activities do not indicate a focus on ESG investing, and the firm is not identified as a capital allocator to in-house alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities13%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2John Wahlers
Managing MemberCRD 4159851
James Spindler
Director, Senior Financial AdvisorCRD 2342168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntingdon Valley, PA
Montgomery
Location
Huntingdon Valley, PA
Headquartered in Huntingdon Valley, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 639 Red Lion Rd
- Time zone
- ET (UTC-5)
- Office locations
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