Summit Advisory Group
Financial Services • 
Charlotte, North Carolina, United States • 11-20 Employees
Company overview
| Headquarters | 5925 Carnegie Boulevard, Suite 300, Charlotte, NC 28209, US |
| Phone number | +16159755646 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 11-20 |
| Socials |
Key Contact at Summit Advisory Group
John C. Gibson
President
Summit Advisory Group Email Formats
Summit Advisory Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Summit Advisory Group
Summit Advisory Group has hundreds of years of combined experience in financial services. Our professionals specialize in providing necessary information and guidance to help their clients implement financial objectives. For many, understanding every aspect of personal finance can be daunting and the decisions can be overwhelming. That’s where Summit Advisory Group comes in. Whether your goal is saving for retirement, college savings or estate strategy, our personalized services focus on your needs, wants and financial goals and objectives. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. We look forward to working with you through all the stages of your life. Summit Advisory Group takes pride in knowing that we have helped many people pursue the type of financial future they dreamed about. For more information about our firm and our services, please call. We would love to learn more about your goals and dreams. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Summit Advisory Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC96313(0717)p
Summit Advisory Group revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $736,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Summit Advisory Group has 7 employees across 1 departments.
Departments
Number of employees
Funding Data
Summit Advisory Group has never raised funding before.
Summit Advisory Group Tech Stack
Discover the technologies and tools that power Summit Advisory Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Côte d'Ivoire
France
China
Australia
United Arab Emirates
Frequently asked questions
4.8
40,000 users
