SUMMIT INVESTMENT ADVISORY GROUP LLC

SUMMIT INVESTMENT ADVISORY GROUP LLC of HUNTINGDON VALLEY, PA is an SEC-registered investment adviser (CRD 306690). Regulatory assets under management: $57.1M.

Registration

• CRD: 306690
• Type: Registered investment adviser
• Location: 639 RED LION ROAD, HUNTINGDON VALLEY, PA, 19006
• Phone: 215-947-8007
• Latest filing: 2026-05-26
• Regulatory AUM: $57.1M
• Discretionary AUM: $57.1M
• Clients: 2
• Accounts: 167

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306690 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search