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Abigail Lechthaler Hurlburt

SUMMIT WEALTH GROUP LLC·WHITE RIVER JUNCTION, Vermont
Unclaimed Profile
205 BILLINGS FARM ROAD, WHITE RIVER JUNCTION, VT 05001CRD# 4011742Firm CRD# 282205
01

About

Abigail Lechthaler Hurlburt is a registered financial advisor based in WHITE RIVER JUNCTION, Vermont, affiliated with SUMMIT WEALTH GROUP LLC. 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 WEALTH GROUP LLC
SUMMIT WEALTH GROUP LLC
AUM
$516M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4011742
Firm CRD# 282205
No disclosures on file
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05

Frequently Asked Questions

What services does Abigail Lechthaler Hurlburt offer?
Abigail Lechthaler Hurlburt specializes in Financial Planning, Investment Management. Contact their office in WHITE RIVER JUNCTION, Vermont for a consultation.
What are Abigail Lechthaler Hurlburt's credentials?
Abigail Lechthaler Hurlburt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abigail Lechthaler Hurlburt located?
Abigail Lechthaler Hurlburt is based in WHITE RIVER JUNCTION, Vermont, working with SUMMIT WEALTH GROUP LLC. Their office serves clients in the WHITE RIVER JUNCTION metropolitan area and surrounding communities.
How does Abigail Lechthaler Hurlburt charge for services?
Abigail Lechthaler Hurlburt'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 WEALTH GROUP LLC?
SUMMIT WEALTH GROUP LLC has approximately 10 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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