CRD: 169823
Summit Group Retirement Planners, Inc.
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- Custodian
- Ascensus · Fidelity/NFS · LPL Financial · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-13-2013
- Office Locations
- 2
Office Locations
About Summit Group Retirement Planners, Inc.
Summit Group Retirement Planners, Inc. is an Exton, PA-based advisory firm focused on delivering a relationship-driven retirement planning experience for individuals and retirement plan communities. The team provides retirement plan services and broader financial planning support, including investments, insurance, tax and estate planning topics. Investment implementation includes portfolio construction using mutual funds and ETFs. Notably, the firm highlights CEFEX certification.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY JOHN FIORENZA
Chief Executive Officer
- CRD
- #1149077
- Ownership
- 50% but less than 75%
DEREK CHRISTOPHER FIORENZA
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5825196
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Renée Bangs Mrosowski
--
- CRD
- #7036439
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $302,322,937 | $1,185,580 |
| Total | $302,322,937 | $1,185,580 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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