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Mark Thomas Sumsion

STRATEGIS FINANCIAL GROUP, INC·PROVO, Utah
Unclaimed Profile
2230 N UNIVERSITY PKWY., STE 9C, PROVO, UT 84604CRD# 1812582Firm CRD# 104861
01

About

Mark Thomas Sumsion is a registered financial advisor based in PROVO, Utah, affiliated with STRATEGIS FINANCIAL GROUP, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIS FINANCIAL GROUP, INC
STRATEGIS FINANCIAL GROUP, INC
AUM
$32M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STRATEGIS FINANCIAL GROUP, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1812582
Firm CRD# 104861
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Thomas Sumsion offer?
Mark Thomas Sumsion specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PROVO, Utah for a consultation.
What are Mark Thomas Sumsion's credentials?
Mark Thomas Sumsion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Thomas Sumsion located?
Mark Thomas Sumsion is based in PROVO, Utah, working with STRATEGIS FINANCIAL GROUP, INC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does Mark Thomas Sumsion charge for services?
Mark Thomas Sumsion's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIS FINANCIAL GROUP, INC?
STRATEGIS FINANCIAL GROUP, INC has approximately 6 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PROVO
Nathan Dale White — PARAGON CAPITAL MANAGEMENT INCBrent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCNatalie Grace Wolfsen — TOWNSQUARE CAPITAL, LLCBradley Steven Jensen — ACCUVEST GLOBAL ADVISORS, INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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