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Summit Group Retirement Planners, Inc.

● SEC registered since 2017CRD 169823SEC# 801-110664Exton, PA
Export (members)
Reg. AUM
$261.9M
Employees
4
Accounts
4,484
Location
Exton, PA

Summit Group Retirement Planners, Inc. assets under management

Summit Group Retirement Planners, Inc. is a registered investment adviser overseen by the SEC based in Exton, PA. The firm has been registered since 2017. It reports $261.9 million in regulatory assets under management and employs 4 people.
www.sgretirementplanners.comView on SEC.gov ↗

Summit Group Retirement Planners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Anthony John Fiorenza ControlCeo50-75%2013
Derek Christopher Fiorenza ControlCoo And Cco25-50%2013

Frequently asked questions

How much does Summit Group Retirement Planners, Inc. manage?

Summit Group Retirement Planners, Inc. reports $261.9 million in regulatory assets under management on its Form ADV.

How many employees does Summit Group Retirement Planners, Inc. have?

Summit Group Retirement Planners, Inc. reports 4 employees.

Where is Summit Group Retirement Planners, Inc. located?

Summit Group Retirement Planners, Inc. is based in Exton, PA and has been SEC-registered since 2017.

Does Summit Group Retirement Planners, Inc. disclose fund performance?

Summit Group Retirement Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address431 Exton Commons, Exton, PA 19341
Phone484-467-7899
Fax267-433-1054
Office hours9 a.m. - 7 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$261.9M
Total (RAUM)$261.9M