SUMMIT ADVISOR GROUP

SUMMIT ADVISOR GROUP of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 324490). Regulatory assets under management: $46.5M.

Registration

• CRD: 324490
• Type: Registered investment adviser
• Location: 3601 MINNESOTA DR, BLOOMINGTON, MN, 55435
• Phone: 612-474-0739
• Latest filing: 2026-03-05
• Regulatory AUM: $46.5M
• Discretionary AUM: $46.5M
• Clients: 1
• Accounts: 150

Business model

Compensation: % of AUM.

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 324490 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search