Summit Private Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1501 Av. Mcgill College Ste 1670, Montre...

Phone Number

(514) 852-5053

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
1
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About Summit Private Wealth

Summit Private Wealth is committed to putting our clients' interest first and finding investment solutions that we buy into ourselves. By investing along-side our clients, we fully embrace our philosophy and provide clear objective solutions we truly believe in. We do not care about being boring in our approach, we simply care about making money. This sounds simple enough, but it is strangely difficult to implement due to human nature. Here are some of the tools we use to construct portfolios, grow assets, and protect capital.Explore more
Summit Private Wealth's Social MediaPopular SearchesSummit Private Wealth IncSummit Private Wealth - HomeSummit Wealth Partners IncSIC Code 62,628NAICS Code 52,523Show more

Summit Private Wealth Org Chart

PhoneEmail
JL
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Vice President, Operations

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JR
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Executive Assistant

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AL
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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Private Wealth

<$5M
1-10
Private
-
2010
JL
Jiwon LeeVice President, Operations
$5.9M
11-50
Private
-
1993
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
2015
RC
Rann CannonChief Investment Officer & Portfolio Manager
<$5M
1-10
Private
-
2007
DR
Daniel RichmondAssociate Portfolio Manager
<$5M
1-10
Private
-
1996
AA
Adriana ArrillagaCEO & Portfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Summit Private Wealth Tech Stack

A closer look at the technologies used by Summit Private Wealth

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Frequently Asked Questions Regarding Summit Private Wealth

What is Summit Private Wealth's official website?
Summit Private Wealth's official website is www.summitprivatewealth.ca
What is Summit Private Wealth's Revenue?
Summit Private Wealth's revenue is <$5 Million
What is Summit Private Wealth's SIC code?
Summit Private Wealth's SIC: 62,628
What is Summit Private Wealth's NAICS code?
Summit Private Wealth's NAICS: 52,523
How many employees does Summit Private Wealth have?
Summit Private Wealth has 1-10 employees
What industry does Summit Private Wealth belong to?
Summit Private Wealth is in the industry of: Finance, Securities Trading
What is Summit Private Wealth competition?
Summit Private Wealth top competitors include: Tetrault Wealth Advisory Group, Frontwater Capital, Covista Capital, Wakabayashi Capital
What technology does Summit Private Wealth use?
Some of the popular technologies that Summit Private Wealth uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Summit Private Wealth?
Summit Private Wealth contact info: Phone number: (514) 852-5053 Website: www.summitprivatewealth.ca
What does Summit Private Wealth do?

Summit Private Wealth is committed to putting our clients' interest first and finding investment solutions that we buy into ourselves. By investing along-side our clients, we fully embrace our philosophy and provide clear objective solutions we truly believe in. We do not care about being boring in our approach, we simply care about making money. T... his sounds simple enough, but it is strangely difficult to implement due to human nature. Here are some of the tools we use to construct portfolios, grow assets, and protect capital.Read More

What are Summit Private Wealth social media links?
Summit Private Wealth Linkedin page Summit Private Wealth Twitter page Summit Private Wealth Facebook page
Is Summit Private Wealth a public company?
Summit Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Summit Private Wealth

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