SEC Form ADV · CIK 2071702

SUMMIT PLANNING GROUP, INC.

Firm profile: Summit Planning Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$111.0M

Assets Under Management

459

Total Clients

Employees

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Registration Details

CIK: 2071702
Accession: CRD-125994
Location: E. SYRACUSE, NY
Filing Date: March 30, 2026
AUM: $111.0M
Total Clients: 459
Institutional Clients: 2
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

SUMMIT PLANNING GROUP, INC. is a registered investment adviser headquartered in E. SYRACUSE, NY, managing approximately $111.0M in assets across 459 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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