Summit Investment Advisory Group LLC
Summit Investment Advisory Group LLC (CRD# 306690) is a financial advisory firm headquartered in Huntingdon Valley, PA. They manage $35,832,989 in 114 accounts and serve the financial needs of clients across 13 states (or territories).
-
Total Assets Under Management36MILLION
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$314,324
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, CT, FL, GA, MD, MO, NC, NJ, OH, PA, TN, TX, VA
James Spindler (CRD# 2342168) is an Investment Advisor Representative working at Summit Investment Advisory Group LLC in Huntingdon Valley, PA and has over 30 years of experience in the finance industry.
John Marotta (CRD# 7443581) is an Investment Advisor Representative working at Summit Investment Advisory Group LLC in Huntingdon Valley, PA and has over 2 years of experience in the finance industry.