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Where is Summit Wealth Management Group Inc Located

400 CAMARILLO RANCH ROAD, SUITE 202, CAMARILLO, CA

Summit Wealth Management Group Inc: Is the firm operating under a legal name?

The firm is using the following primary business name: Summit Wealth Management Group Inc, while the legal name is: SUMMIT WEALTH MANAGEMENT GROUP, INC.

Summit Wealth Management Group Inc: How many employees does the firm employ?

Summit Wealth Management Group Inc has 8 employees, of which 6 are employees in advisory roles

Summit Wealth Management Group Inc: How many clients does the firm serve?

It serves 5 clients.

Summit Wealth Management Group Inc: What other investment firms are located in the vicinity?

Bernzott Capital Advisors

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