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SUMMIT GROUP RETIREMENT PLANNERS, INC.
SUMMIT GROUP RETIREMENT PLANNERS, INC.
EXTON, Pennsylvania
·
2 registered advisors
·
CRD# 169823
SEC# 801-110664
1
484-467-7899
01
Firm Overview
AUM
$260M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SUMMIT GROUP RETIREMENT PLANNERS, INC.
2 registered advisors
Anthony John Fiorenza
EXTON, Pennsylvania
CRD# 1149077
Derek Christopher Fiorenza
EXTON, Pennsylvania
CRD# 5825196
05
Office Locations
EXTON, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. SUMMIT GROUP RETIREMENT PLANNERS, INC. (CRD# 169823) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.