CRD: 170029
Summit Wealth Management Group, Inc.
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2014
- Office Locations
- 1
Office Locations
About Summit Wealth Management Group, Inc.
Summit Wealth is an independent, fiduciary wealth advisory serving individuals and families nationwide. The team provides holistic financial planning, guidance through major life events, and ongoing wealth management built around personalized, comprehensive plans and portfolios. Common clients include busy professionals, pre-retirees, independent women, and multigenerational families seeking long-term advisory relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTINA Faye ZINS
Chief Compliance Officer, VICE PRESIDENT, Wealth Advisor
- CRD
- #6344132
- Ownership
- 75% or more
GERALD JOSEPH ZINS JR
President
- CRD
- #1507393
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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KAREN LESLIE JONES
Associate, Financial Advisor, General Partner
- CRD
- #6415876
NEIL JAMES WESTERMAN
Associate
- CRD
- #5037394
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,527,694 | $366,414 |
| Non-Discretionary | $0 | -- |
| Total | $249,527,694 | $366,414 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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