LP Profile

Summit Planning Group

Also known as summit planning

Wealth ManagerEast Syracuse, United StatesFounded 1986
$111M
Assets Under Management
East Syracuse
Headquarters
Investment Focus

About Summit Planning Group

Summit Planning Group is a wealth manager based in East Syracuse, US. Founded in 1986.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Summit Planning Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$111.0M
Total Clients
459
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Summit Planning Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Summit Planning Group?

Summit Planning Group is a wealth manager based in East Syracuse, United States, managing approximately $111M in assets.

Where is Summit Planning Group headquartered?

Summit Planning Group is headquartered in East Syracuse, United States.

How much does Summit Planning Group manage?

Summit Planning Group manages approximately $111M in assets under management.

When was Summit Planning Group founded?

Summit Planning Group was founded in 1986.

How can I contact Summit Planning Group?

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