CRD: 306690
Summit Investment Advisory Group LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
About Summit Investment Advisory Group LLC
Summit Investment Advisory Group is a Huntingdon Valley, PA RIA providing personalized wealth management and retirement income planning for working professionals and retirees, including benefits, tax, income, and portfolio strategy. The team emphasizes advice over product sales and builds goal-based portfolios primarily using public funds and ETFs. Custody is maintained with Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JOHN RAYMOND WAHLERS
Insurance Agent, Managing Member
- CRD
- --
- Ownership
- 75% or more
JAMES MICHAEL SPINDLER
Chief Compliance Officer
- CRD
- #2342168
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,066,632 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,066,632 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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