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Summit Investment Advisory Group
Summit Investment Advisory Group LLC is an SEC-registered investment adviser in Huntingdon Valley, PA. The firm manages approximately $57 million in regulatory...
Summit Investment Advisory Group
Summit Investment Advisory Group LLC is an SEC-registered investment adviser in Huntingdon Valley, PA. The firm manages approximately $57 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Summit Investment Advisory Group?
The firm's principals are not publicly named. As an RIA registered with the SEC, the firm must designate a chief compliance officer, but that individual has not been identified in public records.
What is Summit Investment Advisory Group's investment strategy?
The firm has not publicly disclosed its investment strategy, asset-class mix, or sector focus. No specific portfolio holdings or deals have been reported.
How large is Summit Investment Advisory Group?
AUM and number of professionals are not publicly disclosed. The firm's regulatory filings may provide information, but those details have not been made available through public sources.
Is Summit Investment Advisory Group a single-family office or multi-family office?
The firm's client base and ownership structure are not publicly documented. It is registered as an RIA, which allows it to serve multiple clients, but its specific operational model is unknown.
Where is Summit Investment Advisory Group headquartered?
The firm's address is not publicly available. Registration records with the SEC would list a principal place of business, but that information has not been cited in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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