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Derek Christopher Fiorenza

SUMMIT GROUP RETIREMENT PLANNERS, INC.·EXTON, Pennsylvania
Unclaimed Profile
431 EXTON COMMONS, EXTON, PA 19341CRD# 5825196Firm CRD# 169823
01

About

Derek Christopher Fiorenza is a registered financial advisor based in EXTON, Pennsylvania, affiliated with SUMMIT GROUP RETIREMENT PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SUMMIT GROUP RETIREMENT PLANNERS, INC.
SUMMIT GROUP RETIREMENT PLANNERS, INC.
AUM
$260M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SUMMIT GROUP RETIREMENT PLANNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5825196
Firm CRD# 169823
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek Christopher Fiorenza offer?
Derek Christopher Fiorenza specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXTON, Pennsylvania for a consultation.
What are Derek Christopher Fiorenza's credentials?
Derek Christopher Fiorenza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Christopher Fiorenza located?
Derek Christopher Fiorenza is based in EXTON, Pennsylvania, working with SUMMIT GROUP RETIREMENT PLANNERS, INC.. Their office serves clients in the EXTON metropolitan area and surrounding communities.
How does Derek Christopher Fiorenza charge for services?
Derek Christopher Fiorenza'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 GROUP RETIREMENT PLANNERS, INC.?
SUMMIT GROUP RETIREMENT PLANNERS, INC. has approximately 4 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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