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SUMMIT WEALTH MANAGEMENT GROUP, INC.

Tel: 805-384-1186
400 Camarillo Ranch Road
Suite 202
Camarillo, California  93012

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SUMMIT WEALTH MANAGEMENT GROUP, INC.

SUMMIT WEALTH MANAGEMENT GROUP, INC. is a Camarillo, California based financial advisory firm with nearly $154,854,107 in assets under management and provides investment advisory services for 470 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

170029

SEC#:

801-110950

No. of Clients:

470

Assets under Management

$154,854,107

No. of Advisors:

2

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