Summit Financial Group
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
2633 Camino Ramon Ste 200, San Ramon, Ca...Phone Number
(925) 866-7800Website
www.summitadvisors.comRevenue
$39.4 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
3
3
2
2
2
About Summit Financial Group
Summit Financial Group, LLC, is a wealth management firm with a purpose to enrich the lives of the company's clients, the company's team, and the company's community. At the company's core the company is team players who strive for growth, care about people, and always endeavor to do the right thing. The company's goal is to educate clients so they understand their financial picture and implement solutions that match their priorities and resources. The company aims to be the trusted resource for them and earn that distinction by consistently treating their wealth as if it were the company's own.Explore more
Summit Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
51-200
Private
-
2007
TA
Timothy AndreasManaging Director - Andreas Global Asset Management Group and Investment Officer, Rjfs
Company Profile Activity
Activity Insights
Summit Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Group.
Summit Financial Group financials insights
Gather financial insights about Summit Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Summit Financial Group Tech Stack
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Frequently Asked Questions Regarding Summit Financial Group
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Summit Financial Group, LLC, is a wealth management firm with a purpose to enrich the lives of the company's clients, the company's team, and the company's community. At the company's core the company is team players who strive for growth, care about people, and always endeavor to do the right thing. The company's goal is to educate clients so they... Read More
