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Financial Advisor
Pennsylvania
Exton
SUMMIT GROUP RETIREMENT PLANNERS, INC.

SUMMIT GROUP RETIREMENT PLANNERS, INC.

Tel: 484-467-7899 431 Exton Commons Exton, Pennsylvania 19341

About SUMMIT GROUP RETIREMENT PLANNERS, INC.

SUMMIT GROUP RETIREMENT PLANNERS, INC. is a Exton, Pennsylvania based financial advisory firm with nearly $259,636,000 in assets under management and provides investment advisory services for 327 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

169823

Firm SEC#:

801-110664

Assets Under Management:

$259,636,000

No. of Clients:

327

No. of Advisors:

4

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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