firm profile
Summit Planning Group, Inc.
Overview
Summit Planning Group, Inc. is an SEC registered investment adviser based in East Syracuse, NY, registered since 1988. It reports $111M in assets under management across 459 accounts, with 4 employees. It has 1 investment adviser representatives.
- Reported AUM
- $111M
- Discretionary
- 93%
- Accounts
- 459
- Average account
- $242K
- Employees
- 4
- Advisory reps
- 1
- Registered since
- 1988
- Jurisdictions
- 4
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Richard John Urciuoli President, Chief Compliance Officer CRD 1239283
Advisory reps 1 of 1
- Richard J Urciuoli Insurance Agent · Investment Adviser Rep CRD 1239283
Location
- Headquarters
- 6674 Hammersmith Dr
East Syracuse, NY 13057 - County
- Onondaga
- Metro area
- Syracuse, NY
- Region
- Northeast
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: summitplan.com
Every state, with registration dates
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