Summit Wealth & Retirement Planning, Inc.

Entity
Company
Business address
2000 Crow Canyon Place, Suite 410, 94583 San Ramon, CA
Phone
925-927-1900
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Donald Ryan McCloskey - Chief Compliance Officer
All SEC filings
View on sec.gov
Summit Wealth & Retirement Planning, Inc. has filed 30 SEC EDGAR filings since 2/8/2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 7, 2025 Jun 30, 2025 028-19057
13F-HR Open Document Open Filing Aug 6, 2025 Jun 30, 2025 028-19057
13F-HR Open Document Open Filing May 5, 2025 Mar 31, 2025 028-19057
13F-HR Open Document Open Filing Jan 28, 2025 Dec 31, 2024 028-19057
13F-HR Open Document Open Filing Nov 1, 2024 Sep 30, 2024 028-19057
N-PX Open Document Open Filing Sep 12, 2024 Jun 30, 2024 028-19057
13F-HR Open Document Open Filing Aug 7, 2024 Jun 30, 2024 028-19057
13F-HR Open Document Open Filing May 9, 2024 Mar 31, 2024 028-19057
13F-HR Open Document Open Filing Feb 1, 2024 Dec 31, 2023 028-19057
13F-HR Open Document Open Filing Oct 25, 2023 Sep 30, 2023 028-19057
13F-HR Open Document Open Filing Jul 26, 2023 Jun 30, 2023 028-19057
13F-HR Open Document Open Filing May 11, 2023 Mar 31, 2023 028-19057
13F-HR/A Open Document Open Filing Feb 13, 2023 Dec 31, 2022 028-19057
13F-HR Open Document Open Filing Feb 10, 2023 Dec 31, 2022 028-19057
13F-HR Open Document Open Filing Nov 14, 2022 Sep 30, 2022 028-19057
13F-HR Open Document Open Filing Aug 2, 2022 Jun 30, 2022 028-19057
13F-HR Open Document Open Filing May 12, 2022 Mar 31, 2022 028-19057
13F-HR Open Document Open Filing Feb 3, 2022 Dec 31, 2021 028-19057
13F-HR Open Document Open Filing Nov 12, 2021 Sep 30, 2021 028-19057
13F-HR Open Document Open Filing Aug 13, 2021 Jun 30, 2021 028-19057
13F-HR Open Document Open Filing May 10, 2021 Mar 31, 2021 028-19057
13F-HR Open Document Open Filing Feb 9, 2021 Dec 31, 2020 028-19057
13F-HR Open Document Open Filing Nov 10, 2020 Sep 30, 2020 028-19057
13F-HR Open Document Open Filing Aug 13, 2020 Jun 30, 2020 028-19057
13F-HR Open Document Open Filing May 11, 2020 Mar 31, 2020 028-19057
13F-HR Open Document Open Filing Feb 10, 2020 Dec 31, 2019 028-19057
13F-HR Open Document Open Filing Nov 12, 2019 Sep 30, 2019 028-19057
13F-HR Open Document Open Filing Aug 6, 2019 Jun 30, 2019 028-19057
13F-HR Open Document Open Filing May 8, 2019 Mar 31, 2019 028-19057
13F-HR Open Document Open Filing Feb 8, 2019 Dec 31, 2018 028-19057