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Summit Financial Resources

Finance · New Jersey, United States · 243 Employees

As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic and hands-on advice, we turn life's aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.Read More

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Who is Summit Financial Resources

Summit Financial Resources Headquarters

Headquarters

4 Campus Dr Ste 8, Parsippany, New Jersey, 07054, United States
Phone Number

Phone Number

(973) 285-3600
Summit Financial Resources Revenue

Revenue

$71.8M
Industry

Industry

Finance GeneralFinanceSummit Financial Resources's Social MediaPopular SearchesSummit Financial Resources IncSummit BankSummit Financial LLCSummit FinancialSummit Financial ResourcesSIC Code 62,621NAICS Code 52,523Show More

Top Competitors of Summit Financial Resources

  1. Employees
    680
    Revenue
    $350.6M

    1

  2. Employees
    168
    Revenue
    $37.1M

    2

  3. Employees
    250
    Revenue
    $46.3M

    3

  4. Employees
    129
    Revenue
    $38.8M

    4

  5. Employees
    150
    Revenue
    $23.2M

    5

  6. Employees
    300
    Revenue
    $154.7M

    6

Summit Financial Resources Org Chart

Stan Gregor
Stan Gregor

Chief Executive Officer & Ma...

PhonePhoneEmailEmail
Mara Stempler
Mara Stempler

Chief Financial Officer & Vi...

PhonePhoneEmailEmail
Dale Carey
Dale Carey

President

PhonePhoneEmailEmail

PhonePhoneEmailEmail
Summit Financial Resources Email

Summit Financial Resources Company Metrics

Company Insights
Company Insights
Employee Growth Rate
Employee Growth Rate
Summit Financial Resources Funding
Funding
Funding DateApr 27, 2020
RoundDebt
Amount<$5M
InvestorsPPP
See More

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

Summit Financial Resources Acquisitions & Subsidiaries
Acquisitions & Subsidiaries

Jul 18, 2022

Summit Equities

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Summit Financial Resources Tech Stack

Vimeo

By

Vimeo

Baidu Ibsuyn API

By

Baidu

Sched

By

Sched

ASP.NET

By

Microsoft
See more technologies

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

Top 10 companies in United States by total funding amount

See top companies

Summit Financial Resources News & Media

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Frequently Asked Questions regarding Summit Financial Resources

Where is Summit Financial Resources located?
Summit Financial Resources's headquarters are located at 4 Campus Dr Ste 8, Parsippany, New Jersey, 07054, United States
What is Summit Financial Resources's phone number?
Summit Financial Resources's phone number is (973) 285-3600
What is Summit Financial Resources's official website?
Summit Financial Resources's official website is www.summitfinancial.com
What is Summit Financial Resources's Revenue?
Summit Financial Resources's revenue is $71.8 Million
What is Summit Financial Resources's SIC code?
Summit Financial Resources's SIC: 62,621
What is Summit Financial Resources's NAICS code?
Summit Financial Resources's NAICS: 52,523
How many employees does Summit Financial Resources have?
Summit Financial Resources has 243 employees
What industry does Summit Financial Resources belong to?
Summit Financial Resources is in the industry of: Finance General, Finance
What is Summit Financial Resources competition?
Summit Financial Resources top competitors include: Mercer Global Advisors Inc, The Colony Group LLC, Lutz Co, Independent Financial Partners
What companies has Summit Financial Resources acquired?
Summit Financial Resources has acquired the companies: Summit Equities
What technology does Summit Financial Resources use?
Some of the popular technologies that Summit Financial Resources uses are: Vimeo, Baidu Ibsuyn API, Sched, ASP.NET
Who is the CEO of Summit Financial Resources?
Summit Financial Resources's CEO is Stan Gregor
Who is the CFO of Summit Financial Resources?
Summit Financial Resources's CFO is Mara Stempler
How do I contact Summit Financial Resources?
Summit Financial Resources contact info: Phone number: (973) 285-3600 Website: www.summitfinancial.com
What does Summit Financial Resources do?

As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With... customized, holistic and hands-on advice, we turn life's aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.Read More

What are Summit Financial Resources social media links?
Summit Financial Resources Linkedin page Summit Financial Resources Facebook page Summit Financial Resources Twitter page
How much funding has Summit Financial Resources raised to date?
Summit Financial Resources has raised <$5 Million in 1 funding round
When was the last funding round for Summit Financial Resources?
Summit Financial Resources closed its last funding round on Apr 27, 2020 with the amount of <$5 Million
Is Summit Financial Resources a public company?
Summit Financial Resources is private company therefore does not currently have an official ticker symbol
See more information about Summit Financial Resources

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