SUMMIT WEALTH ADVISORS, INC.

FRISCO, Colorado·2 registered advisors·CRD# 288746
SEC# 801-1125690970-468-8800
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT WEALTH ADVISORS, INC.

2 registered advisors
Emily Ann Messegee
FRISCO, Colorado
Robert Fred Lau
FRISCO, Colorado
05

Office Locations

FRISCO, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. SUMMIT WEALTH ADVISORS, INC. (CRD# 288746) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.