Family Office · $2.1bn AUM
Summit Wealth Group
Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
- $2.1bn
- Real-asset allocation
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- Appetite
- —
Investor profile
Founded in 1985 and headquartered in Colorado Springs, CO, Summit Wealth Group is a rapidly growing Registered Investment Adviser with approximately $2.1 billion in assets under management. The firm specializes in a planning-first approach to offer customized financial strategies and operates across ten offices in five states.
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