Summit Wealth Advisors Inc
Legal Name: SUMMIT WEALTH ADVISORS, INC.
610 MAIN STREET, SUITE 15, FRISCO, CO
970-468-8800
https://www.summitwealthinc.com
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Full Contact Details
Summit Wealth Advisors Inc
610 MAIN STREET, SUITE 15, FRISCO, CO
970-468-8800
970-674-9472
Other Info
Summit Wealth Advisors, Inc., a Colorado corporation, currently employs three advisors, whose client base remains unknown. A recent SEC filing confirms the firm's registration approval on March 5, 2018.
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Website
Frisco | Mercer Advisors
Skip to content Search Close When can you enjoy everything you’ve worked for? Let’s Talk Mercer Advisors Frisco 610 Main StreetSuite 15Frisco, Colorado 80443 Phone: 888.885.8101 Get directions Meet our Frisco wealth advisors See other Mercer Advisors offices Welcome to a different kind of wealth…
Direct Owners
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EMILY ANN MESSEGEE
CHIEF COMPLIANCE OFFICER, OWNER owns more than 25% but less than 50%
-
ROBERT FRED LAU
PRESIDENT owns 75% or more
Firms Located Nearby
News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 16, 2019
- PROSHARES TR $32,896k
- FIRST TR EXCHANGE TRADED FD $27,687k
- ISHARES TR CORE DIV GRWTH $24,007k
- VANGUARD INDEX FDS GROWTH ETF $21,233k
- FIRST TR EXCHANGE-TRADED FD $17,307k
- ISHARES TR $16,406k
- INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL $14,123k
- VANGUARD INDEX FDS MID CAP ETF $13,400k
- AT&T INC $9,741k
- VANGUARD INDEX FDS TOTAL STK MKT $8,357k