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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001766995-24-000004
Filing Date
2024-05-09
Accepted
2024-05-09 11:46:09
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2093
2 informationtable31032024.html INFORMATION TABLE  
2 informationtable31032024.xml INFORMATION TABLE 23998
  Complete submission text file 0001766995-24-000004.txt   27357
Mailing Address 2000 CROW CANYON PLACE SUITE 410 SAN RAMON CA 94583
Business Address 2000 CROW CANYON PLACE SUITE 410 SAN RAMON CA 94583 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.: 24929381