SUMMIT WEALTH MANAGEMENT GROUP, INC.
Tel: 805-384-1186 400 Camarillo Ranch Road Suite 202 Camarillo, California 93012
About SUMMIT WEALTH MANAGEMENT GROUP, INC.
SUMMIT WEALTH MANAGEMENT GROUP, INC. is a Camarillo, California based financial advisory firm with nearly $154,854,107 in assets under management and provides investment advisory services for 470 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
170029
Firm SEC#:
801-110950
Assets Under Management:
$154,854,107
No. of Clients:
470
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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