Tech stack
No one at Summit Group Retirement Planners, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $125M held · filed Mar 2024
LPL Financial
Per Form ADV · $48M held · filed Mar 2024
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Ascensus Trust Company
Per Form ADV · $44M held · filed Mar 2024