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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001766995-24-000002
Filing Date
2024-02-01
Accepted
2024-02-01 10:10:43
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-01

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2078
2 summitwealth13fhr2023q4.html INFORMATION TABLE  
2 summitwealth13fhr2023q4.xml INFORMATION TABLE 28864
  Complete submission text file 0001766995-24-000002.txt   32181
Mailing Address 55 OAK CT. SUITE 210 DANVILLE CA 94526
Business Address 55 OAK CT. SUITE 210 DANVILLE CA 94526 925-927-1900
SUMMIT WEALTH & RETIREMENT PLANNING, INC. (Filer) CIK: 0001766995 (see all company filings)

IRS No.: 472346871 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19057 | Film No.: 24585341