# SUMMIT INVESTMENT ADVISORY GROUP LLC

SUMMIT INVESTMENT ADVISORY GROUP LLC of HUNTINGDON VALLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 306690
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306690/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306690/similar
- Related entities: https://search.stillhousedata.com/firm/306690/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306690

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.