Summit Asset Management
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
30 Columbia Tpke Ste 101, Florham Park, ...Phone Number
(973) 301-2360Website
www.summitasset.comRevenue
$6.3 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Summit Asset Management
Summit Asset Management, located in Florham Park, NJ, specializes in independent wealth management and customized financial planning services. The firm aims to empower clients in Morris County to make confident, goal-oriented financial decisions through tailored guidance. Their offerings include portfolio management, tax preparation, retirement planning, and long-term care solutions, all delivered with a focus on personal care and understanding. Summit Asset Management serves individuals seeking comprehensive financial strategies to navigate both market fluctuations and personal life changes.Explore more
Summit Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
<$5M
2007
CS
Cynthia StaufferCertified Financial Planner & Professional & EA Agent (Enrolled )
Company Profile Activity
Activity Insights
Summit Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Asset Management.
Summit Asset Management Tech Stack
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Summit Asset Management, located in Florham Park, NJ, specializes in independent wealth management and customized financial planning services. The firm aims to empower clients in Morris County to make confident, goal-oriented financial decisions through tailored guidance. Their offerings include portfolio management, tax preparation, retirement pla... Read More
