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Christina Faye Zins

SUMMIT WEALTH MANAGEMENT GROUP, INC.·CAMARILLO, California
Unclaimed Profile
400 CAMARILLO RANCH ROAD, CAMARILLO, CA 93012CRD# 6344132Firm CRD# 170029
01

About

Christina Faye Zins is a registered financial advisor based in CAMARILLO, California, affiliated with SUMMIT WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT WEALTH MANAGEMENT GROUP, INC.
SUMMIT WEALTH MANAGEMENT GROUP, INC.
AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SUMMIT WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6344132
Firm CRD# 170029
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christina Faye Zins offer?
Christina Faye Zins specializes in Financial Planning, Investment Management. Contact their office in CAMARILLO, California for a consultation.
What are Christina Faye Zins's credentials?
Christina Faye Zins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina Faye Zins located?
Christina Faye Zins is based in CAMARILLO, California, working with SUMMIT WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.
How does Christina Faye Zins charge for services?
Christina Faye Zins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT WEALTH MANAGEMENT GROUP, INC.?
SUMMIT WEALTH MANAGEMENT GROUP, INC. has approximately 2 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMARILLO
Marilyn Stevens Bernzott — BERNZOTT CAPITAL ADVISORSPatrick Storm Steele — BERNZOTT CAPITAL ADVISORSJohn Richard Oliver — MUTUAL SECURITIES INC. OF CALIFORNIAGerald Joseph Zins — SUMMIT WEALTH MANAGEMENT GROUP, INC.Kevin Bernzott — BERNZOTT CAPITAL ADVISORS
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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