SUMMIT PLANNING GROUP, INC.

E. SYRACUSE, New York·1 registered advisor·CRD# 125994
SEC# 801-1221680315-425-0344
01

Firm Overview

AUM
$104M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT PLANNING GROUP, INC.

1 registered advisor
Richard John Urciuoli
E. SYRACUSE, New York
05

Office Locations

E. SYRACUSE, New York
1 advisor

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Data sourced from SEC Form ADV filings. SUMMIT PLANNING GROUP, INC. (CRD# 125994) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.