Summit Group Retirement Planners Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Summit Group Retirement Planners Inc
CRD #169823
SEC #801-110664
CIK #
AUM $259.6 MM (2024-03-10)
Employees 4 (75% Investors, 50% Brokers)
Phone484-467-7899
Address431 Exton Commons
Exton, PA 19341
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 163 26.1
(b) Individuals (high net worth individuals) 9 14.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 63 164.1
(h) Charitable organizations 0 0.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.5
(n) Other 0 0.0
Total 237 206.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 237 206.0
Total 237 206.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 206.0
Total 237 206.0
Comparable Firms State AUM ($BB)
Consilium Wealth Advisory LLC
TX 0.3
Raleigh Capital Management Inc
NC 0.3
Fireside Capital Advisors Inc
TX 0.3
Seros Financial LLC
AZ 0.3
Turn8 Private Wealth Inc
0.3
Christy Capital Management Inc
GA 0.3
BETO Financial Group LLC
ID 0.3
Diversified Financial Management Associates Inc
MA 0.3
Heritage Wealth Architects Inc
MN 0.3
Auxin Group Wealth Management LLC
OH 0.3
Terms | Privacy | Guide
tony@aum13f.com