Summit Group Retirement Planners, Inc.

Summit Group Retirement Planners, Inc. (CRD# 169823) is a financial advisory firm headquartered in Exton, PA. They manage $259,636,000 in 327 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
431 Exton Commons, Exton, PA 19341
http://www.facebook.com/sgrpi
By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $793,994
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, DE, FL, NJ, PA, TX

Financial Advisors at Summit Group Retirement Planners, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Fiorenza, financial advisor Exton PA
Anthony J. Fiorenza
CRD#: 1149077
431 Exton Commons, Exton, PA 19341

Anthony Fiorenza (CRD# 1149077) is an Investment Advisor Representative working at Summit Group Retirement Planners, Inc. in Exton, PA and has over 31 years of experience in the finance industry.

2
Derek Fiorenza, financial advisor Exton PA
Derek C. Fiorenza
CRD#: 5825196
431 Exton Commons, Exton, PA 19341

Derek Fiorenza (CRD# 5825196) is an Investment Advisor Representative working at Summit Group Retirement Planners, Inc. in Exton, PA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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