PPrivate Fund Data Log in Join · $37/mo

Summit Planning Group, Inc.

● SEC registered since 2021CRD 125994SEC# 801-122168E. Syracuse, NY
Export (members)
Reg. AUM
$104.1M
Employees
5
Accounts
466
Location
E. Syracuse, NY

Summit Planning Group, Inc. assets under management

Summit Planning Group, Inc. operates as an SEC-registered investment adviser based in E. Syracuse, NY. The firm has been registered since 2021. It reports $104.1 million in regulatory assets under management and employs 5 people.
www.summitplan.comView on SEC.gov ↗

Summit Planning Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Richard John Urciuoli ControlPresident & Chief Compliance OfficerOver 75%1986

Frequently asked questions

How much does Summit Planning Group, Inc. manage?

Summit Planning Group, Inc. reports $104.1 million in regulatory assets under management on its Form ADV.

How many employees does Summit Planning Group, Inc. have?

Summit Planning Group, Inc. reports 5 employees.

Where is Summit Planning Group, Inc. located?

Summit Planning Group, Inc. is based in E. Syracuse, NY and has been SEC-registered since 2021.

Does Summit Planning Group, Inc. disclose fund performance?

Summit Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6674 Hammersmith Dr., E. Syracuse, NY 13057
Phone315-425-0344
Fax315-471-6768
Office hours9:00a.m. - 4:30p.m.
SEC regionNew York Regional Office (NYRO)
CIK2071702
Discloses disciplinary historyYes

Assets under management

Discretionary$96.9M
Non-discretionary$7.2M
Total (RAUM)$104.1M