SUMMIT WEALTH MANAGEMENT GROUP, INC.

CAMARILLO, California·4 registered advisors·CRD# 170029
SEC# 801-1109500805-384-1186
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMIT WEALTH MANAGEMENT GROUP, INC.

4 registered advisors
Christina Faye Zins
CAMARILLO, California
Dustin Ryan Dockter
CAMARILLO, California
Gerald Joseph Zins
CAMARILLO, California
Nicholas John Goodwin
CAMARILLO, California
05

Office Locations

CAMARILLO, California
4 advisors

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Data sourced from SEC Form ADV filings. SUMMIT WEALTH MANAGEMENT GROUP, INC. (CRD# 170029) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.