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Summit Investment Advisory Group
Summit Investment Advisory Group LLC is a state-registered investment adviser in Huntingdon Valley, PA. The firm manages approximately $57 million in...
Overview
Summit Investment Advisory Group LLC is a state-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, 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.
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