Sumner Enterprises

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

3361 Birch St, Denver, Colorado, 80207, ...

Phone Number

(541) 979-8517

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
1
1
1
1
1

About Sumner Enterprises

SUM Financial Services Group provides comprehensive financial planning and retirement solutions for Colorado businesses and individuals, focusing on 401(k) plans and group retirement options. They cater to business owners, executives, HR professionals, and plan participants, offering education and guidance to navigate complex employer-sponsored plans. Their services include financial planning, estate planning, and financial education, aimed at helping clients achieve their personal financial goals. The company emphasizes the importance of developing a financial plan to reduce anxiety and promote financial wellness.Explore more
Sumner Enterprises's Social MediaPopular SearchesSumner Enterprises LLCsumfsg.comJl Sumner Enterprises LLCNathan Sumner CFP, Financial Advisor at Waddell & ...SIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sumner Enterprises

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AC
Anthony CisnerosPresident & Wealth Advisor
<$5M
1-10
Private
-
1987
Michael McNally, Managing Partner at Triwealth Partners
Michael McNallyManaging Partner
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2019
TS
Tori SamuelPresident & Wealth Advisor
<$5M
1-10
Private
-
-
KW
Kathryn WendelOffice Manager
<$5M
11-50
Private
-
2019
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sumner Enterprises is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sumner Enterprises Tech Stack

A closer look at the technologies used by Sumner Enterprises

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Frequently Asked Questions Regarding Sumner Enterprises

What is Sumner Enterprises's official website?
Sumner Enterprises's official website is www.sumfsg.com
What is Sumner Enterprises's Revenue?
Sumner Enterprises's revenue is <$5 Million
What is Sumner Enterprises's SIC code?
Sumner Enterprises's SIC: 62,628
What is Sumner Enterprises's NAICS code?
Sumner Enterprises's NAICS: 52,523
How many employees does Sumner Enterprises have?
Sumner Enterprises has 1-10 employees
What industry does Sumner Enterprises belong to?
Sumner Enterprises is in the industry of: Finance, Securities Trading
What is Sumner Enterprises competition?
Sumner Enterprises top competitors include: Triwealth Partners, Cognitive Wealth Management, Irish Group, RTI Wealth Management
What technology does Sumner Enterprises use?
Some of the popular technologies that Sumner Enterprises uses are: NS1, Cloudflare Website Optimization, Proofpoint, Google Tag Manager
How do I contact Sumner Enterprises?
Sumner Enterprises contact info: Phone number: (541) 979-8517 Website: www.sumfsg.com
What does Sumner Enterprises do?

SUM Financial Services Group provides comprehensive financial planning and retirement solutions for Colorado businesses and individuals, focusing on 401(k) plans and group retirement options. They cater to business owners, executives, HR professionals, and plan participants, offering education and guidance to navigate complex employer-sponsored pla... ns. Their services include financial planning, estate planning, and financial education, aimed at helping clients achieve their personal financial goals. The company emphasizes the importance of developing a financial plan to reduce anxiety and promote financial wellness.Read More

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

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