SUMMIT INVESTMENTS AND FINANCIAL PLANNING

SUMMIT INVESTMENTS AND FINANCIAL PLANNING of UNIONTOWN, OH is an SEC-registered investment adviser (CRD 323974). Regulatory assets under management: $10.3M.

Registration

• CRD: 323974
• Type: Registered investment adviser
• Location: 2853 CROWS NEST CIR, UNIONTOWN, OH, 44685
• Phone: 3302564283
• Latest filing: 2026-04-15
• Regulatory AUM: $10.3M
• Discretionary AUM: $10.3M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Other.

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 323974 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search