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| Happy Holidays!! thanks for using AUM13F!! |
| Summit Group Retirement Planners Inc
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|---|---|
| CRD # | 169823 |
| SEC # | 801-110664 |
| CIK # | |
| AUM | $261.9 M (2025-03-18) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 484-467-7899 |
| Address | 431 Exton Commons Exton, PA 19341 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 34.5 |
| (b) Individuals (high net worth individuals) | 10 | 19.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 206.5 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,484 | 261.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4,484 | 261.9 |
| Total | 4,484 | 261.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.9 | |
| Total | 4,484 | 261.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Williams & Novak Wealth Management LLC
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|
CA | 0.3 |
|
Mack Investment Securities Inc
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|
IL | 0.3 |
|
Northern Capital Retirement Services Inc
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|
WA | 0.3 |
|
Traction Financial Partners LLC
✚
|
WY | 0.3 |
|
Tricord Advisors Inc
✚
|
CA | 0.3 |
|
Stewardship Advisory Group LLC
✚
|
FL | 0.3 |
|
Magnate Advisory Services LLC
✚
|
KY | 0.3 |
|
Innovative Advisory Partners LLC
✚
|
TN | 0.3 |
|
Integrity Wealth LLC
✚
|
OR | 0.3 |
|
Guerra Advisors Inc
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|
FL | 0.3 |