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SUMMIT PLANNING GROUP, INC.

E. SYRACUSE, NY · CRD 125994 · IAPD ↗ · summitplan.com · 315-425-0344

$111.0MRegulatory AUM
1Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — SUMMIT PLANNING GROUP, INC.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.