Investment adviser · CRD 169823
SUMMIT GROUP RETIREMENT PLANNERS, INC.
Investment adviser filing (IA)
EXTON, PA, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $302M Form ADV · Item 5.F
- Client accounts
- 255 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 58 | $234,924,416 | 77.7% |
| Individuals | 177 | $39,570,248 | 13.1% |
| High-net-worth individuals | 12 | $25,578,615 | 8.5% |
| Charities | Fewer than 5 | $974,523 | 0.3% |
| Corporations & businesses | Fewer than 5 | $641,269 | 0.2% |
| Other clients | Fewer than 5 | $633,866 | 0.2% |
Filing source
Form ADV 2035760 · Feb 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
431 EXTON COMMONSEXTON, PA, 19341, United States
CRD 169823
Filing source
Form ADV 2035760 · Feb 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.