RIA Intel›Advisers›Wisconsin›SUMMIT PLANNING GROUP LLC

SUMMIT PLANNING GROUP LLC

Advisory

N·GREEN BAY, WI

Data as of Mar 22, 2019 · Source: SEC Form ADV

Total AUM

$488M

1-Year AUM Growth

-4.9%

3-Year CAGR

+6.9%

Employees

7

Assets Under Management

Total AUM$488M

Discretionary AUM$488M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingMay 3, 2012

Latest FilingMar 22, 2019

🔒 Full AUM trend chart and 22 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SUMMIT PLANNING GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.