Summit Wealth & Retirement Planning Inc


Assets, Funds, Holdings

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Summit Wealth & Retirement Planning Inc
CRD #285972
SEC #801-108910
AUM $548.6 MM (83% Disc, 100% US, 2020-03-27)
Employees10 (60% Investors, 60% Brokers)
Address55 Oak Ct, Suite 210
Danville, CA 94526
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Alphashares Inc
CA 0.6
The Arkansas Financial Group Inc
AR 0.5
Gilkison Patterson Investment Advisors Inc
VA 0.5
HJ Wealth Management LLC
PA 0.5
Spectrum Asset Management Inc
CA 0.5
Shepherd Financial Partners LLC
MA 0.5
Nexus Group LLC
CA 0.5
Valor Capital Management LLC
OH 0.5
Aequitas Investment Advisors LLC
MA 0.5
Jackson Wealth Management LLC
FL 0.5
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