The SUMMIT WEALTH GROUP Arizona is a privately held investment adviser that advises $2.31Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SUMMIT WEALTH GROUP Arizona is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 70.35% over the last 1-years.
The Group has been registered with the SEC for 1.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 13710 STRUTHERS ROAD, SUITE 115, COLORADO SPRINGS, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 80 employees comprised of 29 investment and 51 non-investment staff. The total number of Employees increased by 17.65% over the last 1-years.
Their $2.31Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.53Bn or 66.19% of Total Assets and Individuals own $779.8mn or 33.81% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
SUMMIT WEALTH GROUP Arizona names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.