SUMMIT WEALTH AND RETIREMENT PARTNERS

2000 Crow Canyon Place
Suite 410
San Ramon, California 94583
Tel: (925) 927-1900

About SUMMIT WEALTH AND RETIREMENT PARTNERS

SUMMIT WEALTH AND RETIREMENT PARTNERS, formally registered with the SEC as SUMMIT WEALTH AND RETIREMENT PARTNERS. The firm was established in 01/05/2017. They have over 4 offices throughout the country.

SUMMIT WEALTH AND RETIREMENT PARTNERS is a San Ramon, California based Financial Planning firm with nearly $721,011,171 assets under management, offering retirement planning & investment advisory services to 917 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285972
SEC#	801-108910
Assets Managed by Firm	$721,011,171
No. of Clients	917
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	917	$721,011,171
Individuals (other than high net worth individuals)	176	$64,600,001
High net worth individuals	152	$648,079,099
Charitable organizations	Fewer than 5 clients	$90,407
Corporations or other businesses	9	$8,241,664

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
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