SUMMIT WEALTH AND RETIREMENT PARTNERS - Financial Advisor in California, San Ramon

Tel: (925) 927-1900 2000 Crow Canyon Place Suite 410 San Ramon, California 94583

About SUMMIT WEALTH AND RETIREMENT PARTNERS

SUMMIT WEALTH AND RETIREMENT PARTNERS is a San Ramon, California based financial advisory firm with nearly $721,011,171 in assets under management and provides investment advisory services for 917 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

285972

Firm SEC#:

801-108910

Assets Under Management:

$721,011,171

No. of Clients:

917

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,739,370,943

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1962

$932,033,936

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104557

801-55119

1644

$878,846,223

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1815

$616,901,590

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314558

801-121420

780

$281,600,000

PROSPERITY FINANCIAL GROUP, INC.

145540

801-100511

1109

$261,720,996

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$235,120,000

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