SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD #169823 SEC #801-110664 EXTON, PA 484-467-7899
SEC Registered
Total AUM
$261.9M
Discretionary
$0
Employees
4
Clients
10
Accounts
4,484
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $261.9M | $0 | $261.9M | 4 | 0 |
| Mar 2024 | $259.6M | $0 | $259.6M | 4 | 0 |
| Jan 2024 | $206M | $0 | $206M | 4 | 0 |
| Dec 2023 | $206M | $0 | $206M | 3 | 0 |
| Dec 2023 | $206M | $0 | $206M | 3 | 0 |
| Mar 2023 | $206M | $0 | $206M | 3 | 0 |
| Mar 2022 | $221.8M | $0 | $221.8M | 4 | 0 |
| Mar 2021 | $192.7M | $0 | $192.7M | 4 | 0 |
| Jun 2020 | $154.7M | $0 | $154.7M | 3 | 0 |
| Mar 2020 | $154.7M | $0 | $154.7M | 3 | 0 |
| Oct 2019 | $140.6M | $0 | $140.6M | 3 | 0 |
| Mar 2019 | $140.6M | $0 | $140.6M | 3 | 0 |
| Mar 2018 | $141.8M | $0 | $141.8M | 9 | 0 |
| Aug 2017 | $108.4M | $0 | $108.4M | 3 | 100 |
| Jun 2017 | $108.4M | $0 | $108.4M | 2 | 100 |
| May 2017 | $108.4M | $0 | $108.4M | 2 | 100 |
DateMar 2025
Total AUM$261.9M
Discretionary$0
Non-Disc.$261.9M
Employees4
Clients0
DateMar 2024
Total AUM$259.6M
Discretionary$0
Non-Disc.$259.6M
Employees4
Clients0
DateJan 2024
Total AUM$206M
Discretionary$0
Non-Disc.$206M
Employees4
Clients0
DateDec 2023
Total AUM$206M
Discretionary$0
Non-Disc.$206M
Employees3
Clients0
DateDec 2023
Total AUM$206M
Discretionary$0
Non-Disc.$206M
Employees3
Clients0
DateMar 2023
Total AUM$206M
Discretionary$0
Non-Disc.$206M
Employees3
Clients0
DateMar 2022
Total AUM$221.8M
Discretionary$0
Non-Disc.$221.8M
Employees4
Clients0
DateMar 2021
Total AUM$192.7M
Discretionary$0
Non-Disc.$192.7M
Employees4
Clients0
DateJun 2020
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees3
Clients0
DateMar 2020
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees3
Clients0
DateOct 2019
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees3
Clients0
DateMar 2019
Total AUM$140.6M
Discretionary$0
Non-Disc.$140.6M
Employees3
Clients0
DateMar 2018
Total AUM$141.8M
Discretionary$0
Non-Disc.$141.8M
Employees9
Clients0
DateAug 2017
Total AUM$108.4M
Discretionary$0
Non-Disc.$108.4M
Employees3
Clients100
DateJun 2017
Total AUM$108.4M
Discretionary$0
Non-Disc.$108.4M
Employees2
Clients100
DateMay 2017
Total AUM$108.4M
Discretionary$0
Non-Disc.$108.4M
Employees2
Clients100