Summit Advisors, LLC

Updated today

Total assets under management

$77,800,001

Total clients

102

59% high-net worth

Total advisors

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$762,745

Client services

Portfolio management Selection of other advisers

Fee options

Percentage

Any size account+: Up to 1.50% annually (negotiable)

Disclosures

Main office location

Summit Advisors, LLC

160 Technology Drive, Suite 101

Canonsburg PA 15317, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

724-745-6800

Advisors at this firm

Bruce E

Series 63, Series 65

Hastings, MI

Summit Advisors, LLC

David K

Series 63, Series 65

Canonsburg, PA

Summit Advisors, LLC

Clayton E

Series 63, Series 65

Hastings, MI

Summit Advisors, LLC

Betty R

Series 63, Series 65

Canonsburg, PA

Summit Advisors, LLC

Richard R

Series 63, Series 65

Canonsburg, PA

Summit Advisors, LLC

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