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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (6)
AL DE FL NJ PA TX
Address
431 EXTON COMMONSEXTON, PA 19341
United States
Phone: 484-467-7899