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SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823 · SEC 801-110664
431 EXTON COMMONS, EXTON, PA, 19341, United States
Phone
484-467-7899
Fax
267-433-1054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$302.3M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $39.6M |
| High net worth individuals | 12 | $25.6M |
| Pension/profit sharing plans | 58 | $234.9M |
States served
AL, DE, NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD