$60.4M Total AUM
$48.4M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-2009
- Office Locations
- 1
Office Locations
-- Brighton MI
About Summit Wealth Strategies Group, LLC
Summit Wealth Strategies Group, LLC is an independent Brighton, MI RIA providing financial planning and investment management for families, business owners, and retirees. The firm emphasizes retirement, tax and estate planning, risk management, and portfolio construction using ETFs and mutual funds. Client accounts are custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$60.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL ALAN DEMEYERE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #3220368
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,413,046 | -- |
| Non-Discretionary | $12,003,690 | -- |
| Total | $60,416,736 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing