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SUMMIT WEALTH MANAGEMENT GROUP, INC.
400 Camarillo Ranch Road
Suite 202
Camarillo, California 93012
Tel: 805-384-1186
About SUMMIT WEALTH MANAGEMENT GROUP, INC.
SUMMIT WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as SUMMIT WEALTH MANAGEMENT GROUP, INC. The firm was established in 08/04/2017. They have over 1 offices throughout the country.
SUMMIT WEALTH MANAGEMENT GROUP, INC. is a Camarillo, California based Financial Planning firm with nearly $154,854,107 assets under management, offering retirement planning & investment advisory services to 470 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170029 |
| SEC# | 801-110950 |
| Assets Managed by Firm | $154,854,107 |
| No. of Clients | 470 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 470 | $154,854,107 |
| Individuals (other than high net worth individuals) | 139 | $31,334,078 |
| High net worth individuals | 137 | $121,628,780 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,297,727 |
| Charitable organizations | Fewer than 5 clients | $316,662 |
| Corporations or other businesses | Fewer than 5 clients | $276,860 |
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