SUMMIT STRATEGIES INC

SUMMIT STRATEGIES GROUP
ST LOUIS, Missouri·7 registered advisors·CRD# 107161
SEC# 801-491200314-727-7211
01

Firm Overview

AUM
$3.9B
Regulatory assets under management
Employees
62
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: SEE SCHEDULE D ITEM 5E(7)
03

Specialties

Retirement PlanningWealth Management
04

Advisors at SUMMIT STRATEGIES INC

7 registered advisors
Christopher Adam Moore
ST LOUIS, Missouri
Christopher Carl Fox
ST LOUIS, Missouri
Daniel Everett Haynes
ST LOUIS, Missouri
Daniel Joseph Holmes
ST LOUIS, Missouri
Stephen Patrick Holmes
ST LOUIS, Missouri
Thomas Patrick Pollihan
ST LOUIS, Missouri
Timothy Andrew Hayden
ST LOUIS, Missouri
05

Office Locations

ST LOUIS, Missouri
7 advisors

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Data sourced from SEC Form ADV filings. SUMMIT STRATEGIES INC (CRD# 107161) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.