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| Keyboard |
| Summit Group Retirement Planners Inc
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|---|---|
| CRD # | 169823 |
| SEC # | 801-110664 |
| CIK # | |
| AUM | 302.3 M (2026-02-26) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 484-467-7899 |
| Address | 431 Exton Commons Exton, PA 19341 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 39.6 |
| (b) Individuals (high net worth individuals) | 12 | 25.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 58 | 234.9 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.6 |
| Total | 255 | 302.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 255 | 302.3 |
| Total | 255 | 302.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.3 | |
| Total | 255 | 302.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Integrity Wealth LLC
✚
|
OR | 304.8 M |
|
SIMS Investment Management LLC
✚
|
OH | 304.6 M |
|
Northern Capital Retirement Services Inc
✚
|
WA | 304.2 M |
|
Asia Pacific Financial Management Group Inc
✚
|
303.5 M | |
|
Mack Investment Securities Inc
✚
|
IL | 302.6 M |
|
Capital Investment Advisors Inc
✚
|
DC | 302.3 M |
|
Gretchen Stangier Inc
✚
|
OR | 300.4 M |
|
Stonecrop Wealth Advisors LLC
✚
|
PA | 299.5 M |
|
Maner Wealth LLC
✚
|
MI | 299.5 M |
|
Peterson Financial Group Inc
✚
|
IA | 299.2 M |