SUMMIT ADVISOR GROUP
Firm details
- Headquarters
- BLOOMINGTON, Minnesota
- CRD number
- 324490
- Website
- summitadvisorgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.88%
- Individuals31.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Summit Advisor Group is an independent, individual-owned registered investment adviser operating as an LLC and focused on serving individuals and families. The firm charges fees based on a percentage of assets under management and provides financial planning and discretionary portfolio management for individuals and small businesses. Summit reports it is not a multi-state adviser, not a pension consultant, and does not position itself as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1JOHN TENLEY
Founder & Wealth AdvisorCRD 4983645
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BLOOMINGTON, MN
HENNEPIN
Location
BLOOMINGTON, MN
Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 3601 Minnesota Dr
- Time zone
- CT (UTC-6)
- Office locations
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