Summit Financial Advisors

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

10900 Wayzata Blvd Ste 830, Minnetonka, ...

Phone Number

(651) 583-7290

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 is an independent wealth management firm offering our clients dedicated advice in comprehensive financial planning and investment management. We offer a tailored, team-based approach to meet the changing needs of successful individuals, families, and business owners.Explore more
Summit Financial Advisors's Social MediaPopular SearchesSummit Financial AdvisorsSummit Advisors LtdSummit Financial Advisors IncSummit Issaquah Falls LLCSummit Financial AdvantageSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Advisors Org Chart

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General Manager

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Para-Planner and Admin Supervisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial Advisors

<$5M
1-10
Private
-
2014
SG
Sue GriffinGeneral Manager
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2016
JO
Joshua OttoFinancial Advisor
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low 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.summitadvisorsmn.com
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: Ratcliff Financial Services, Sterling Total Wealth Solutions, Waterford Advisors, Regal Creek Wealth Management
What technology does Summit Financial Advisors use?
Some of the popular technologies that Summit Financial Advisors uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, YouTube
How do I contact Summit Financial Advisors?
Summit Financial Advisors contact info: Phone number: (651) 583-7290 Website: www.summitadvisorsmn.com
What does Summit Financial Advisors do?

Summit Financial Advisors is an independent wealth management firm offering our clients dedicated advice in comprehensive financial planning and investment management. We offer a tailored, team-based approach to meet the changing needs of successful individuals, families, and business owners.... Read More

What are Summit Financial Advisors social media links?
Summit Financial Advisors Linkedin page Summit Financial Advisors Twitter page Summit Financial Advisors Facebook page
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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