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SUMMIT INVESTMENT ADVISORY GROUP LLC
CRD 306690
639 RED LION ROAD, HUNTINGDON VALLEY, PA, 19006, United States
Phone
215-947-8007
Fax
215-695-2047
Registration
— (—)
Source
State registered
Total AUM
$57.1M
Discretionary AUM
$57.1M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $15.0M |
| High net worth individuals | 29 | $42.1M |
All web addresses on file
Official SEC filing: View on IAPD