Sumner Financial Group

Finance · Nevada, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

Damonte Ranch Parkway Building 700 500 U...

Revenue

<$5 Million

Industry

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

About Sumner Financial Group

Sumner Financial Group has been offering separate account management services since 1996, catering to individuals, trusts, foundations, retirement plans, and investment advisors. The company is committed to earning client trust through exceptional service while striving for strong and consistent investment results using a mix of equities and bonds. Their portfolios are tailored to meet the specific investment objectives and goals of their clients. Sumner Financial Group emphasizes a client-centric approach in their investment strategies.Explore more
Popular SearchesSumner Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Is Sumner Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Sumner Financial Group

Compare insights from companies similar to Sumner Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sumner Financial Group

<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2015
GD
Gene De KruifManager, Wealth
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sumner Financial Group Tech Stack

A closer look at the technologies used by Sumner Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Sumner Financial Group

What is Sumner Financial Group's official website?
Sumner Financial Group's official website is www.sumnerfin.com
What is Sumner Financial Group's Revenue?
Sumner Financial Group's revenue is <$5 Million
What is Sumner Financial Group's SIC code?
Sumner Financial Group's SIC: 62,628
What is Sumner Financial Group's NAICS code?
Sumner Financial Group's NAICS: 52,523
How many employees does Sumner Financial Group have?
Sumner Financial Group has 11-50 employees
What industry does Sumner Financial Group belong to?
Sumner Financial Group is in the industry of: Finance, Securities Trading
What is Sumner Financial Group competition?
Sumner Financial Group top competitors include: Retirement Plan Advisors, Stratos Wealth Advisors, Wealth Advisory Services, Catalyst Retirement Advisors
What technology does Sumner Financial Group use?
Some of the popular technologies that Sumner Financial Group uses are: Eploy, Google Cloud Web Serving, Engage ATS, Google Cloud Platform
What does Sumner Financial Group do?

Sumner Financial Group has been offering separate account management services since 1996, catering to individuals, trusts, foundations, retirement plans, and investment advisors. The company is committed to earning client trust through exceptional service while striving for strong and consistent investment results using a mix of equities and bonds.... Their portfolios are tailored to meet the specific investment objectives and goals of their clients. Sumner Financial Group emphasizes a client-centric approach in their investment strategies.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.