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Peter James Donovan

SUMMIT X·CHESTERFIELD, Missouri
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16020 SWINGLEY RIDGE, CHESTERFIELD, MO 63017CRD# 4827771Firm CRD# 282502
01

About

Peter James Donovan is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with SUMMIT X. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT X
SUMMIT WEALTH STRATEGIES
AUM
$791M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at SUMMIT X →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4827771
Firm CRD# 282502
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter James Donovan offer?
Peter James Donovan specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.
What are Peter James Donovan's credentials?
Peter James Donovan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter James Donovan located?
Peter James Donovan is based in CHESTERFIELD, Missouri, working with SUMMIT X. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.
How does Peter James Donovan charge for services?
Peter James Donovan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT X?
SUMMIT X has approximately 19 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHESTERFIELD
Lori Ann Porcelli-Plescia — MASON ROAD WEALTH ADVISORS, L.L.C.Kayla Renee Nieman — SUMMIT XJustin David Nabity — LARSON CAPITAL MANAGEMENT, LLCMaryann Irene Vognild — GREENCOURSE FINANCIAL ADVISORS, LLCJames Anthony Koetting — PUBLIC FUND INVESTMENT STRATEGIES, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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