Summit Advisory Solutions, Ltd.
Summit Advisory Solutions, Ltd. (CRD# 115374) is a financial advisory firm headquartered in , . They manage $8,822,355 in 34 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Summit Advisory Solutions, Ltd.
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$259,481
Compensation Options
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Summit Advisory Solutions, Ltd.
1
Jon Tanner (CRD# 1895039) is an Investment Advisor Representative working at Summit Advisory Solutions, Ltd. in Highland, NY and has over 35 years of experience in the finance industry.
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