DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > kansas > overland park
SUMMIT WEALTH MANAGEMENT GROUP, INC.
Tel: 805-384-1186
400 Camarillo Ranch Road Suite 202
Camarillo, California 93012
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
More Financial Advisory Firms in Camarillo, Kansas
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CREATIVE PLANNING | 105348 | 1428 |
| ONEDIGITAL INVESTMENT ADVISORS | 106766 | 550 |
| MARINER WEALTH | 140195 | 1498 |
| AE WEALTH MANAGEMENT, LLC | 282580 | 578 |
| PRIME CAPITAL FINANCIAL | 288712 | 353 |
| PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | 56 |
More Firms in Camarillo, Kansas >>