SUMMIT GROUP RETIREMENT PLANNERS, INC.
SEC Form ADV profile.
Total regulatory AUM
$302,322,937
Discretionary
$0
Non-discretionary
$302,322,937
Firm details
- CRD number
- 169823
- SEC file number
- 801-110664
- Main office
- EXTON, PA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.