SUMMIT GROUP RETIREMENT PLANNERS, INC.
Exton, United States · CRD 169823
SEC-registered investment adviser since 2017 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$302.3m
- Main clients (by assets)Pension plans 78%, Individuals 13%, High net worth individuals 8%
- Websitesgretirementplanners.com
- Form ADV · 2026-02-26SEC adviser record
- Kindinstitutions
- Others nearbyExton, PA
As an employer
- Staff (Form ADV)4 · 3 in investment roles
- Offices in1 country