Summit Group Retirement Planners, Inc.
● SEC registered since 2017CRD 169823SEC# 801-110664Exton, PA
Reg. AUM
$302.3M
Employees
4
Accounts
255
Location
Exton, PA
Summit Group Retirement Planners, Inc. assets under management
Summit Group Retirement Planners, Inc. is a registered investment adviser overseen by the SEC based in Exton, PA. The firm has been registered since 2017. It reports $302.3 million in regulatory assets under management and employs 4 people.
Summit Group Retirement Planners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony John Fiorenza Control | Ceo | 50-75% | 2013 |
| Derek Christopher Fiorenza Control | Coo And Cco | 25-50% | 2013 |
Frequently asked questions
How much does Summit Group Retirement Planners, Inc. manage?
Summit Group Retirement Planners, Inc. reports $302.3 million in regulatory assets under management on its Form ADV.
How many employees does Summit Group Retirement Planners, Inc. have?
Summit Group Retirement Planners, Inc. reports 4 employees.
Where is Summit Group Retirement Planners, Inc. located?
Summit Group Retirement Planners, Inc. is based in Exton, PA and has been SEC-registered since 2017.
Does Summit Group Retirement Planners, Inc. disclose fund performance?
Summit Group Retirement Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 431 Exton Commons, Exton, PA 19341 |
| Phone | 484-467-7899 |
| Fax | 267-433-1054 |
| Office hours | 9 a.m. - 7 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$302.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$302.3Mregulatory AUM
Discretionary $0Non-discretionary $302.3M