CKS Summit Group

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

37040 Garfield Rd Ste C3, Clinton, Michi...

Phone Number

(586) 286-5820

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About CKS Summit Group

CKS Summit Group is a retirement income planning firm based in Clinton Township, Michigan, serving clients across the United States. They specialize in retirement income planning, wealth management, legacy planning, and asset protection, focusing on clients aged 55-75 with portfolios of $250,000 or more. Their innovative approach includes designing custom retirement portfolios that aim for stable growth, increased income, and principal preservation while minimizing market risk. CKS Summit Group emphasizes a personalized strategy to help clients achieve a work-optional lifestyle and face the future with confidence.Explore more
CKS Summit Group's Social MediaPopular SearchesCKS Summit GroupCks Summit Group IncCKS Summit Group andCks Summit Group LLCp> CKS Summit Group LLCSIC Code 62,628NAICS Code 52,523Show more

CKS Summit Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CKS Summit Group

<$5M
1-10
Private
<$5M
1998
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CKS Summit Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CKS Summit Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CKS Summit Group.

CKS Summit Group financials insights

Gather financial insights about CKS Summit Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$40K

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CKS Summit Group Tech Stack

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Frequently Asked Questions Regarding CKS Summit Group

What is CKS Summit Group's official website?
CKS Summit Group's official website is www.summitgp.com
What is CKS Summit Group's Revenue?
CKS Summit Group's revenue is <$5 Million
What is CKS Summit Group's SIC code?
CKS Summit Group's SIC: 62,628
What is CKS Summit Group's NAICS code?
CKS Summit Group's NAICS: 52,523
How many employees does CKS Summit Group have?
CKS Summit Group has 1-10 employees
What industry does CKS Summit Group belong to?
CKS Summit Group is in the industry of: Finance, Securities Trading
What is CKS Summit Group competition?
CKS Summit Group top competitors include: Ambrose Wealth Management, Eissman Wealth Management, Phase 2 Wealth Advisors, OWL Private Wealth Advisors
What technology does CKS Summit Group use?
Some of the popular technologies that CKS Summit Group uses are: Q4, WordPress.org, PHP, Google Font API
How do I contact CKS Summit Group?
CKS Summit Group contact info: Phone number: (586) 286-5820 Website: www.summitgp.com
What does CKS Summit Group do?

CKS Summit Group is a retirement income planning firm based in Clinton Township, Michigan, serving clients across the United States. They specialize in retirement income planning, wealth management, legacy planning, and asset protection, focusing on clients aged 55-75 with portfolios of $250,000 or more. Their innovative approach includes designing... custom retirement portfolios that aim for stable growth, increased income, and principal preservation while minimizing market risk. CKS Summit Group emphasizes a personalized strategy to help clients achieve a work-optional lifestyle and face the future with confidence.Read More

What are CKS Summit Group social media links?
CKS Summit Group Linkedin page CKS Summit Group Twitter page CKS Summit Group Facebook page
Is CKS Summit Group a public company?
CKS Summit Group is private company therefore does not currently have an official ticker symbol
See more information about CKS Summit Group

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