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SUMMIT GROUP RETIREMENT PLANNERS, INC.

EXTON, PA · CRD 169823 · IAPD ↗ · sgretirementplanners.com · 484-467-7899

$302.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — SUMMIT GROUP RETIREMENT PLANNERS, INC. reported RAUM up 26% ($206.0M -> $259.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — SUMMIT GROUP RETIREMENT PLANNERS, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — SUMMIT GROUP RETIREMENT PLANNERS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.