Summit Planning Group, Inc.
Summit Planning Group, Inc. is an SEC-registered mass-market adviser in E. Syracuse, NY with $111.0M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Summit Planning Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125994, SEC 801-122168, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $111.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- E. Syracuse, NY
- Employees
- 4
- Clients
- 212
- CRD
- 125994
- Ownership
- URCIUOLI, RICHARD, JOHN
How much AUM does Summit Planning Group, Inc. have?
Summit Planning Group, Inc. reported $111.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Summit Planning Group, Inc.?
Disclosed owners and executives of Summit Planning Group, Inc. include URCIUOLI, RICHARD, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.