Summit Wealth Advocates
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
5871 Crossandra St SE, Prior Lake, Minne...Phone Number
(612) 987-9112Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Summit Wealth Advocates
Summit Wealth Advocates is an independent fee-only comprehensive financial planning firm offering wealth management services to mid net worth to high net worth individuals in the Minneapolis and St. Paul area, with offices in Champlin and Prior Lake Minnnesota. As strictly fee-only personal financial advisors we have been admitted to the National Associatiion of Personal Financial Advisors (NAPFA). Our other affiliations include the AICPA, MNCPA, Fi360, Charles Schwab and Dimensional Fund Advisors (DFA).Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Wealth Advocates
<$5M
1-10
Private
-
2010
JG
John GovinVice President, Wealth Management & Chief Investment Officer
Company Profile Activity
Activity Insights
Summit Wealth Advocates is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Wealth Advocates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Wealth Advocates.
Summit Wealth Advocates Tech Stack
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Frequently Asked Questions Regarding Summit Wealth Advocates
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Summit Wealth Advocates is an independent fee-only comprehensive financial planning firm offering wealth management services to mid net worth to high net worth individuals in the Minneapolis and St. Paul area, with offices in Champlin and Prior Lake Minnnesota. As strictly fee-only personal financial advisors we have been admitted to the National A... Read More
