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Form N-PX - Annual Report of proxy voting record of management investment companies:
SEC Accession No. 0001766995-24-000007
Filing Date
2024-09-12
Accepted
2024-09-11 20:27:08
Documents
1
Period of Report
2024-06-30
Effectiveness Date
2024-09-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html N-PX  
1 primary_doc.xml N-PX 2549
  Complete submission text file 0001766995-24-000007.txt   3655
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: N-PX | Act: 34 | File No.: 028-19057 | Film No.: 241293666