$46.5M Total AUM
$46.5M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-07-2023
- Office Locations
- 1
Office Locations
3601 Minnesota DR Suite 960 Bloomington MN
About Summit Advisor Group
Summit Advisor Group, LLC is a fiduciary RIA providing financial planning and discretionary investment management. Founder/Wealth Advisor John Tenley and CIO Dan Powers, CFA, lead an investment committee focused on portfolio construction and management. Portfolios are primarily implemented with ETFs and mutual funds and can include fixed income. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$46.5M AVG AUM / ADVISOR
$988.4K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
J
JOHN EDWARD TENLEY
Chief Compliance Officer, Owner
- CRD
- #4983645
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,455,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,455,556 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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