SUMMIT WEALTH & RETIREMENT PLANNING, INC. of EAGLE, ID is an SEC-registered investment adviser (CRD 285972). Regulatory assets under management: $978.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robert Anthony Cucchiaro | PRESIDENT, SHAREHOLDER | — |
| Donald Ryan Mccloskey | CHIEF COMPLIANCE OFFICER | Camas, WA |
| PORTER HAROLD KING | PRINCIPAL/CFO; PRINCIPAL, CFO, SHAREHOLDER | — |
| CUCCHIARO ROBERT ANTHONY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT, SHAREHOLDER | — |
| McCloskey Donald Ryan | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |