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
400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012
https://www.linkedin.com/company/summit-wealth-management-group
By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    470
    ACCOUNTS
  • 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
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.
Showing 1 - 2 of 2 top financial advisors.
1
Karen Jones, financial advisor Camarillo CA
Karen L. Jones
CRD#: 6415876
400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012

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, financial advisor Camarillo CA
Carla A. Mulford
CRD#: 4042883
400 Camarillo Ranch Road, Suite 202, Camarillo, CA 93012

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.

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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