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Building 2SUMMIT GROUP RETIREMENT PLANNERS, INC.

Map pinEXTON, PA
Phone484-467-7899
NotebookSEC #801-110664
Total AUM
$302.3M
Employees
4
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
431 EXTON COMMONS
EXTON
PA 19341
United States
Operating Hours
9 AM - 7 PM
Monday - Friday
Phone
484-467-7899
Other Offices
1

ReceiptFinancials

Total AUM
$302.3M
Accounts
255
Discretionary
$0
Accounts
0
Non-Discretionary
$302.3M
Accounts
255

ContactClients

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Individual Clients
177
AUM
$39.6M
HNW Individual Clients
12
AUM
$25.6M
Pension/Profit Sharing Plan Clients
58
AUM
$234.9M
Charitable Organization Clients
1
AUM
$974.5K
Corporation or Business Clients
1
AUM
$641.3K
Other Clients
1
AUM
$633.9K
Description of Other Clients
SIMPLE IRA PLANS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALDEFLNJPATX

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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