Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers investment management services for a fee based on a percentage of your assets under management. They also offer financial planning services pursuant to a written agreement and fee schedule. GVA also has arrangements with third-party investment advisers (TPAs), which may have wrap fees.
Areas of Practice
Advisor Information
Office location
1200 Hosford Street, Ste 202, Hudson, WI, 54016
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is an officer in charge of strategic management at Dunn Bros Coffee, spending minimal time. He also provides investment advisory services through Summit Investment Advisory Services and Great Valley Advisor Group, and is involved with Innovative Planning Group (IPG), dedicating nearly full-time hours to these activities. Christopher also owns IPG Risk Management LLC, which appears to involve non-variable insurance, and spends a few hours per week on it.