Summit Financial Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

12 Penns Trl Ste 351, Newtown, Pennsylva...

Phone Number

(215) 579-1005

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Summit Financial Advisors

Summit Financial Advisors LLC was a financial advisory firm that provided services to clients seeking financial planning and investment management. The firm has ceased operations as of December 31, 2025. Former clients can request copies of their financial plans or records. The contact information is retained solely for record-retention purposes.Explore more
Popular SearchesSummit Financial Advisors LLCFinancial Advisors LLCFinoch Development Company IncSummit Financial Advisorsfinoch financial IncSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial Advisors

<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
2005
N/A
<$5M
11-50
Private
-
2016
<$5M
1-10
Private
-
2018
JB
Jake BlumAssociate Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Summit Financial Advisors Tech Stack

A closer look at the technologies used by Summit Financial Advisors

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Frequently Asked Questions Regarding Summit Financial Advisors

What is Summit Financial Advisors's official website?
Summit Financial Advisors's official website is www.summitfa.net
What is Summit Financial Advisors's Revenue?
Summit Financial Advisors's revenue is <$5 Million
What is Summit Financial Advisors's SIC code?
Summit Financial Advisors's SIC: 62,628
What is Summit Financial Advisors's NAICS code?
Summit Financial Advisors's NAICS: 52,523
How many employees does Summit Financial Advisors have?
Summit Financial Advisors has 1-10 employees
What industry does Summit Financial Advisors belong to?
Summit Financial Advisors is in the industry of: Finance, Securities Trading
What is Summit Financial Advisors competition?
Summit Financial Advisors top competitors include: Fee-Only Financial Advisors, Fleurus Investment Advisory, Avant Financial Advisors, Sherwood Investment Services
What technology does Summit Financial Advisors use?
Some of the popular technologies that Summit Financial Advisors uses are: Tierpoint, WooCommerce, WordPress.org, reCAPTCHA
How do I contact Summit Financial Advisors?
Summit Financial Advisors contact info: Phone number: (215) 579-1005 Website: www.summitfa.net
What does Summit Financial Advisors do?

Summit Financial Advisors LLC was a financial advisory firm that provided services to clients seeking financial planning and investment management. The firm has ceased operations as of December 31, 2025. Former clients can request copies of their financial plans or records. The contact information is retained solely for record-retention purposes.... Read More

Is Summit Financial Advisors a public company?
Summit Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Summit Financial Advisors

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