SUMMIT X
PEER BENCHMARKS
Understanding SEC Peer Groups
A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.
SEC Peer Benchmark Details
PEER GROUP AVERAGE |
FIRM VALUE | ||
|---|---|---|---|
| Percentage of AUM | Yes | 292 Firms | Yes |
| Hourly Charges | No | 218 Firms | Yes |
| Subscription Fees | No | 303 Firms | No |
| Fixed Fees | No | 160 Firms | Yes |
| Commissions | No | 303 Firms | No |
| Performance Based Fees | No | 167 Firms | No |
| Other | No | 264 Firms | No |
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