Summit Wealth Management Group Inc
Legal Name: SUMMIT WEALTH MANAGEMENT GROUP, INC.
Full Contact Details
Summit Wealth Management Group Inc
400 CAMARILLO RANCH ROAD, SUITE 202, CAMARILLO, CA
805-384-1186
805-384-1048
Other Info
Summit Wealth Management Group Inc is a California corporation consisting of 8 employees, 6 of whom are in advisory roles. With a client base of 5, their SEC status is reported as approved, with a registration date of Aug 4, 2017, implying legal compliance and conformity with United States securities regulations.
Welcome to Summit Wealth Management - Camarillo, CA | Ventura County
Our loyalty is to our clients. Through creative financial planning strategies, we have helped our clients retire comfortably, start a business, transition to a new life stage - all with financial peace of mind.
Direct Owners
-
DUSTIN RYAN DOCKTER
WEALTH ADVISOR owns more than 10% but less than 25%
-
GERALD JOSEPH ZINS
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
NICHOLAS JOHN GOODWIN
WEALTH ADVISOR owns more than 10% but less than 25%