Summit Planning Group, Inc.
● SEC registered since 2021CRD 125994SEC# 801-122168E. Syracuse, NY
Reg. AUM
$111M
Employees
4
Accounts
459
Location
E. Syracuse, NY
Summit Planning Group, Inc. assets under management
Summit Planning Group, Inc. operates as an SEC-registered investment adviser based in E. Syracuse, NY. The firm has been registered since 2021. It reports $111 million in regulatory assets under management and employs 4 people.
Summit Planning Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard John Urciuoli Control | President & Chief Compliance Officer | Over 75% | 1986 |
Frequently asked questions
How much does Summit Planning Group, Inc. manage?
Summit Planning Group, Inc. reports $111 million in regulatory assets under management on its Form ADV.
How many employees does Summit Planning Group, Inc. have?
Summit Planning Group, Inc. reports 4 employees.
Where is Summit Planning Group, Inc. located?
Summit Planning Group, Inc. is based in E. Syracuse, NY and has been SEC-registered since 2021.
Does Summit Planning Group, Inc. disclose fund performance?
Summit Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6674 Hammersmith Dr., E. Syracuse, NY 13057 |
| Phone | 315-425-0344 |
| Fax | 315-471-6768 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2071702 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$111M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$111Mregulatory AUM
Discretionary $102.7MNon-discretionary $8.3M