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Summit Wealth & Retirement Planning, Inc.

● SEC registered since 2017CRD 285972SEC# 801-108910Eagle, ID
Export (members)
Reg. AUM
$824.8M
Employees
11
Accounts
966
Location
Eagle, ID

Summit Wealth & Retirement Planning, Inc. assets under management

Summit Wealth & Retirement Planning, Inc. is an SEC-registered investment adviser based in Eagle, ID. The firm has been registered since 2017. It reports $824.8 million in regulatory assets under management and employs 11 people.
www.summitwealthandretirement.comView on SEC.gov ↗

Summit Wealth & Retirement Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Donald Ryan McCloskey ControlChief Compliance OfficerUnder 5%2019
Robert Anthony Cucchiaro ControlPresident, ShareholderOver 75%2012

Frequently asked questions

How much does Summit Wealth & Retirement Planning, Inc. manage?

Summit Wealth & Retirement Planning, Inc. reports $824.8 million in regulatory assets under management on its Form ADV.

How many employees does Summit Wealth & Retirement Planning, Inc. have?

Summit Wealth & Retirement Planning, Inc. reports 11 employees.

Where is Summit Wealth & Retirement Planning, Inc. located?

Summit Wealth & Retirement Planning, Inc. is based in Eagle, ID and has been SEC-registered since 2017.

Does Summit Wealth & Retirement Planning, Inc. disclose fund performance?

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

Contact & registration

Address435 E Shore Drive, Suite 220, Eagle, ID 83616
Phone(925) 927-1900
Fax(925) 927-1907
Office hours8 a.m. - 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$559.3M
Non-discretionary$265.5M
Total (RAUM)$824.8M