Summit Capital Management
Finance · Arizona, United States · 11-50 Employees
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Overview
Headquarters
7336 E Deer Valley Rd Ste 110, Scottsdal...Phone Number
(480) 355-4251Website
www.scapm.comRevenue
$8.2 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
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2
2
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2
About Summit Capital Management
Founded in 1985, Summit Wealth Group is a financial advisory firm with a focus on financial planning. Summit Wealth Group provides retirement, college, tax, and estate planning as well as investment management, risk management, lifestyle coaching, and business advisory services. Summit Wealth Group is headquartered in Colorado Springs, Colorado.Explore more
Summit Capital Management Org Chart
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Company Profile Activity
Activity Insights
Summit Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Capital Management.
Summit Capital Management financials insights
Gather financial insights about Summit Capital Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Summit Capital Management Tech Stack
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Most Recent Scoops
Project
Spending/Investment
Facilities Relocation / Expansion
Summit Capital Management is planning to move its offices in October 2021. The move will impact approximately 20 employees at their existing office located at 9360 Station St , Suite # 400, Lone Tree, CO.
Project
A front-line source has indicated that the organization is prioritizing customer retention efforts over the next three months.
Funding
Summit Capital Management has received an SBA PPP loan for $350,000-1 million from UMB Bank.
Funding
Summit Capital Management News & Media
Commonwealth Financial Network® Congratulates Honorees in Forbes’ Best-in-State Wealth Advisors List
WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network® congratulates 22 affiliated advisors on being named to the Forbes’ Best-in-State Wealth Advisors list for 2018. The list is published on Forbes.com, and a condensed listing is available in the current issue of the magazine. The 22 Commonwealth-affiliated advisors named to this list are: Julianne Andrews, MBA, CFP®, AIF®, Atlanta Financial Associates, Inc., Atlanta, Georgia Thomas Bartholomew, AIF®, Bartholomew & Company, Inc.,Commonwealth Financial Network® Congratulates Honorees in Forbes’ Best-in-State Wealth Advisors List
WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network® congratulates 21 affiliated advisors on being named to the Forbes’ Best-in-State Wealth Advisors list for 2018. The list is published on Forbes.com, and a condensed listing is available in the current issue of the magazine. The 21 Commonwealth-affiliated advisors named to this list are: Julianne Andrews, MBA, CFP®, AIF®, Atlanta Financial Associates, Inc., Atlanta, Georgia Thomas Bartholomew, AIF®, Bartholomew & Company, Inc.,
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Founded in 1985, Summit Wealth Group is a financial advisory firm with a focus on financial planning. Summit Wealth Group provides retirement, college, tax, and estate planning as well as investment management, risk management, lifestyle coaching, and business advisory services. Summit Wealth Group is headquartered in Colorado Springs, Colorado.... Read More
