Summit Financial

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

4 Campus Dr, Parsippany, New Jersey, 070...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Summit Financial

The Private Client Group specializes in investment advisory and financial planning services, catering to clients experiencing financial transitions such as families selling businesses, widowed families, and retiring executives. They offer a comprehensive approach to wealth management through their affiliation with Summit Financial, LLC. The firm provides insights into economic and market trends, as well as behavioral and financial insights to guide their clients. Their services are designed for individuals seeking personalized financial strategies and support.Explore more
Popular SearchesSummit Financial LLCThe Private Client Group Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Summit Financial Org Chart

PhoneEmail
DW
United States flag for contact location.

Founder & Managing Director

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Financial

<$5M
11-50
Private
-
-
DW
David WeinermanFounder & Managing Director
$6.1M
11-50
Private
-
2005
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
-
LB
Larry BellPrivate Wealth Advisor
<$5M
1-10
Private
-
2012
Joshua Cross, Co-Founder & President at Silvercap Wealth Management
Joshua CrossCo-Founder & President
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Summit Financial Tech Stack

A closer look at the technologies used by Summit Financial

Summit Financial News & Media

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Frequently Asked Questions Regarding Summit Financial

What is Summit Financial's official website?
Summit Financial's official website is www.thepcg.com
What is Summit Financial's Revenue?
Summit Financial's revenue is <$5 Million
What is Summit Financial's SIC code?
Summit Financial's SIC: 62,628
What is Summit Financial's NAICS code?
Summit Financial's NAICS: 52,523
How many employees does Summit Financial have?
Summit Financial has 11-50 employees
What industry does Summit Financial belong to?
Summit Financial is in the industry of: Finance, Securities Trading
What is Summit Financial competition?
Summit Financial top competitors include: Arque Capital, LBellWealth.com, Ratcliff Financial Services, Pillar Wealth Management
What technology does Summit Financial use?
Some of the popular technologies that Summit Financial uses are: Python, Sched, Microsoft 365, GoDaddy DNS
What does Summit Financial do?

The Private Client Group specializes in investment advisory and financial planning services, catering to clients experiencing financial transitions such as families selling businesses, widowed families, and retiring executives. They offer a comprehensive approach to wealth management through their affiliation with Summit Financial, LLC. The firm pr... ovides insights into economic and market trends, as well as behavioral and financial insights to guide their clients. Their services are designed for individuals seeking personalized financial strategies and support.Read More

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

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