Summit Group Retirement Planners, Inc.
Summit Group Retirement Planners, Inc. is an SEC-registered wealth manager in Exton, PA with $302.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Summit Group Retirement Planners, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169823, SEC 801-110664, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $302.3M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Exton, PA
- Employees
- 4
- Clients
- 247
- CRD
- 169823
- Ownership
- FIORENZA, ANTHONY, JOHN; FIORENZA, DEREK, CHRISTOPHER
How much AUM does Summit Group Retirement Planners, Inc. have?
Summit Group Retirement Planners, Inc. reported $302.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Summit Group Retirement Planners, Inc.?
Disclosed owners and executives of Summit Group Retirement Planners, Inc. include FIORENZA, ANTHONY, JOHN, FIORENZA, DEREK, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.