SUMMIT GROUP RETIREMENT PLANNERS, INC. of EXTON, PA is an SEC-registered investment adviser (CRD 169823). Regulatory assets under management: $302.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Anthony John Fiorenza | CEO | — |
| Derek Christopher Fiorenza | COO AND CCO | — |
| FIORENZA ANTHONY JOHN | CEO | — |
| FIORENZA DEREK CHRISTOPHER | COO AND CCO | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 484-467-7899 |
| — | — | 1 | 484-467-7899 |