Advosion
35yrs
Top 8% by experience nationwide
Advosion
Location not listed. Legal name: Summit Investment Guidance Partners, LLC
About the firm
A registered investment advisory firm. It manages about $32.5 million for roughly 16 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$2.03 million
Assets under management ?$32.5 million
Individual clients16
Median years of experience35
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Advosion
1Advisors
35Median years of experience
1States with offices
–Offices
Also known as
Summit Investment Guidance Partners, LLC · Summit Investment Guidance Partners LLC · Summit Investment Guidance Partners
About Advosion
How do I contact Advosion?
Call the main office at (616) 954-2501. The main office is at , .
How is Advosion paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Advosion offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Advosion?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.