Summit Wealth Management Group, Inc.
Summit Wealth Management Group, Inc. (CRD# 170029) is a financial advisory firm headquartered in Camarillo, CA. They manage $154,854,107 in 470 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management155MILLION
-
Total Number of Accounts470ACCOUNTS
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Average Account Value$329,477
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, ID, NV, OR, TX, WA
Financial Advisors at Summit Wealth Management Group, Inc.
1
Karen Jones (CRD# 6415876) is an Investment Advisor Representative working at Summit Wealth Management Group, Inc. in Camarillo, CA and has 1 year of experience in the finance industry.
2
Carla Mulford (CRD# 4042883) is an Investment Advisor Representative working at Summit Wealth Management Group, Inc. in Camarillo, CA and has over 23 years of experience in the finance industry.
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