SUMMIT WEALTH ADVOCATES, LLC
  • SUMMIT WEALTH ADVOCATES, LLC
  • HARBOR INVESTMENTS GROUP
  • SUMMIT WEALTH ADVOCATES
  • HARBOR INVESTMENTS GROUP, LLC

Adviser Profile

As of Date 03/30/2024
Registration status Terminated
ADV Location PRIOR LAKE, MN, United States
Contact Info 612 xxxxxxx
Websites
AUM* 314,938,497
of that, discretionary 295,131,992
Number of Employees 8
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 222,729 -17%
% High Net Worth 38.76% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

329M 282M 235M 188M 141M 94M 47M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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