Summit Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

6247 Seminole Blvd Ste 200, Seminole, Fl...

Phone Number

(727) 369-0737

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

About Summit Advisors

Summit Advisors, LLC is an independent financial and tax planning firm with a uniquely personal approach. We take the time to get to know you, your dreams and your financial goals. We then identify the precise investment strategies to help you achieve them. With nearly 30 years of experience managing investment portfolios through myriad market conditions, our objective and prudent Advisors have the knowledge and experience to guide you to the peak of your financial wellbeing.Explore more
Summit Advisors's Social MediaPopular SearchesSummit Advisors LLCSummit Advisors IncSummit Group Advisors LLCSummitadvisorsllcSummit Investment Services LLCSIC Code 62,628NAICS Code 52,523Show more

Summit Advisors Org Chart

PhoneEmail
JG
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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Advisors

<$5M
1-10
Private
-
2013
JG
Joan GoldenExecutive Assistant
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2009
John Paxton, President & Managing Director at Claris Financial
John PaxtonPresident & Managing Director
<$5M
1-10
Private
-
2002
AD
Adam De CordovaManager, Accounting
<$5M
1-10
Private
-
-
ST
Sheila TaylorOffice Manager
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2005
AG
Ahuva GruenChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Summit Advisors Tech Stack

A closer look at the technologies used by Summit Advisors

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Frequently Asked Questions Regarding Summit Advisors

What is Summit Advisors's official website?
Summit Advisors's official website is www.mysummitadvisors.com
What is Summit Advisors's Revenue?
Summit Advisors's revenue is <$5 Million
What is Summit Advisors's SIC code?
Summit Advisors's SIC: 62,628
What is Summit Advisors's NAICS code?
Summit Advisors's NAICS: 52,523
How many employees does Summit Advisors have?
Summit Advisors has 1-10 employees
What industry does Summit Advisors belong to?
Summit Advisors is in the industry of: Finance, Securities Trading
What is Summit Advisors competition?
Summit Advisors top competitors include: AG Financial Services, Vinson Financial Group, The Quincy Group, Seaman Retirement Planning
What technology does Summit Advisors use?
Some of the popular technologies that Summit Advisors uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Summit Advisors?
Summit Advisors contact info: Phone number: (727) 369-0737 Website: www.mysummitadvisors.com
What does Summit Advisors do?

Summit Advisors, LLC is an independent financial and tax planning firm with a uniquely personal approach. We take the time to get to know you, your dreams and your financial goals. We then identify the precise investment strategies to help you achieve them. With nearly 30 years of experience managing investment portfolios through myriad market cond... itions, our objective and prudent Advisors have the knowledge and experience to guide you to the peak of your financial wellbeing.Read More

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

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