Summit Financial Revenue and Competitors
Estimated Revenue & Valuation
- Summit Financial's estimated annual revenue is currently $58M per year.
- Summit Financial's estimated revenue per employee is $231,000
Employee Data
- Summit Financial has 251 Employees.
- Summit Financial grew their employee count by 8% last year.
Summit Financial's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Compliance Officer | Reveal Email/Phone |
2 | Chief Legal Officer | Reveal Email/Phone |
3 | Chief Financial Officer and VP | Reveal Email/Phone |
4 | Chief Operating Officer & VP | Reveal Email/Phone |
5 | VP | Reveal Email/Phone |
6 | CEO | Reveal Email/Phone |
7 | Chief Wealth Strategist | Reveal Email/Phone |
8 | Senior Compliance Officer | Reveal Email/Phone |
9 | Director Insurance | Reveal Email/Phone |
10 | Managing Director | Financial Advisor | Global Wealth Management | Reveal Email/Phone |
Summit Financial Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $39.3M | 170 | 9% | N/A | N/A |
#2 | $8.2M | 49 | N/A | N/A | N/A |
#3 | $2.4M | 18 | 0% | N/A | N/A |
#4 | $9.8M | 52 | 6% | N/A | N/A |
#5 | $5.7M | 34 | 10% | N/A | N/A |
#6 | $45.3M | 196 | -1% | N/A | N/A |
#7 | $10.4M | 55 | 12% | N/A | N/A |
#8 | $8.2M | 49 | -2% | N/A | N/A |
#9 | $0.6M | 6 | N/A | N/A | N/A |
#10 | $8.1M | 48 | 50% | N/A | N/A |
What Is Summit Financial?
Through a comprehensive analysis of present position and an evaluation of goals and objectives, we develop a plan for clients utilizing cutting edge strategies. A four-disciplined approach to financial planning (combining expertise in taxation, accounting, investments and insurance) assures our clients receive a coordinated and comprehensive set of solutions to the financial problems faced by successful individuals today. Understanding that planning in and of itself is not enough to achieve success, Summit Financial Resources, Inc. has established affiliated companies that will assist in the implementation and servicing of each client’s financial plan. This comes from a commitment to develop lifelong relationships with each client.
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Total Funding
251
Number of Employees
$58M
Revenue (est)
8%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Summit Financial News
The market expects Summit Financial (SMMF) to deliver a year-over-year increase in earnings on higher revenues when it reports results for...
Summit Financial Wellness is investing in the people who call Berrien County home by providing free financial wellness advice and support.
Summit Financial CEO Stan Gregor (left) and Fieldpoint Private Executive Chairman Tim Tully (right), said on Tuesday their companies have called...
Other Companies in Parsippany
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $79.1M | 283 | 29% | N/A |
#2 | $79.1M | 283 | 29% | N/A |
#3 | $80.3M | 292 | -1% | N/A |
#4 | $54.7M | 296 | 1% | N/A |
#5 | $61.8M | 309 | 17% | N/A |