Summit Wealth Advisors Inc
Legal Name: SUMMIT WEALTH ADVISORS, INC.
610 MAIN STREET, SUITE 15, FRISCO, CO
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 is legally known as SUMMIT WEALTH ADVISORS, INC.. It is a CO Corporation. This firm has 3 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 5, 2018.
Direct Owners
-
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
- The Corundum Group Inc
- Strategic Options LLC
- Griffis Residential Investment Advisor
- Cornerstone Investment Advisors LLC
- First Ascent Asset Management LLC
- Transitions Wealth Management LLC
- SRS Capital Advisors Inc
- Geneos Wealth Management Inc
- Family Financial Solutions Group LLC
- Athenainvest Advisors LLC
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