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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