Investment adviser · CRD 156195

SUMMIT CPA GROUP

Investment adviser filing (IA)

SUMMIT CPA GROUP, LLC

FORT WAYNE, IN, United States · Form ADV filed Jun 12, 2012

Regulatory AUM
$41M
Form ADV · Item 5.F
Client accounts
130
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 12, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9815 DAWSON'S CREEK BLVD
FORT WAYNE, IN, 46825, United States

CRD 156195

Filing source

Form ADV 652461 · Jun 12, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.