SUMMIT WEALTH MANAGEMENT GROUP, INC. of CAMARILLO, CA is an SEC-registered investment adviser (CRD 170029). Regulatory assets under management: $249.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Gerald Joseph Zins | PRESIDENT | — |
| Christina Faye Zins | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GOODWIN STEPHEN JOHN | WEALTH ADVISOR | — |
| ZINS GERALD JOSEPH | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; SENIOR PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| DOCKTER DUSTIN RYAN | WEALTH ADVISOR | — |
| ZINS CHRISTINA Faye | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |