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Home > Retirement Planners > pennsylvania > exton > SUMMIT GROUP RETIREMENT PLANNERS, INC.
SUMMIT GROUP RETIREMENT PLANNERS, INC.
431 Exton Commons
Exton, Pennsylvania 19341
Tel: 484-467-7899
About SUMMIT GROUP RETIREMENT PLANNERS, INC.
SUMMIT GROUP RETIREMENT PLANNERS, INC, formally registered with the SEC as SUMMIT GROUP RETIREMENT PLANNERS, INC. The firm was established in 05/31/2017. They have over 2 offices throughout the country.
SUMMIT GROUP RETIREMENT PLANNERS, INC. is a Exton, Pennsylvania based Financial Planning firm with nearly $259,636,000 assets under management, offering retirement planning & investment advisory services to 327 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169823 |
| SEC# | 801-110664 |
| Assets Managed by Firm | $259,636,000 |
| No. of Clients | 327 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- 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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 327 | $259,636,000 |
| Individuals (other than high net worth individuals) | 188 | $29,439,000 |
| High net worth individuals | 10 | $16,948,000 |
| Pension and profit sharing plans | 61 | $212,078,000 |
| Charitable organizations | Fewer than 5 clients | $639,000 |
| Corporations or other businesses | Fewer than 5 clients | $532,000 |
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|---|---|---|---|
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