Summit Cpa Group is a large advisory firm based in Fort Wayne. It manages $40 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Indiana and Texas.
Summit Cpa Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Summit Cpa Group is $40 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Summit Cpa Group for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Summit Cpa Group performs its advisory services is located at 9815 Dawson's Creek Blvd, Fort Wayne, IN 46825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 260-497-9761 or by fax 260-818-2300. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.summitcpa.net.