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SUMMIT WEALTH AND RETIREMENT PARTNERS

Tel: (925) 927-1900
2000 Crow Canyon Place
Suite 410
San Ramon, California  94583

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SUMMIT WEALTH AND RETIREMENT PARTNERS

SUMMIT WEALTH AND RETIREMENT PARTNERS is a San Ramon, California based financial advisory firm with nearly $721,011,171 in assets under management and provides investment advisory services for 917 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

285972

SEC#:

801-108910

No. of Clients:

917

Assets under Management

$721,011,171

No. of Advisors:

10

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