Summit Financial
Financial Services • 
Parsippany, New Jersey, United States • 201-500 Employees
Company overview
| Headquarters | 4 Campus Drive, Parsippany, NJ 07054, US |
| Phone number | +19732853600 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 1982 |
| Employees | 201-500 |
| Socials |
Summit Financial Email Formats
Summit Financial uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@sfr1.com), used 64% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sfr1.com | 64% |
{first name}{last name} | johndoe@financialguide.com | 18% |
{first initial}{last name} | jdoe@financialguide.com | 6% |
{last name}{last name} | doedoe@sfr1.com | 6% |
{first name}.{last name} | john.doe@sfr1.com | 2% |
About Summit Financial
Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.
Summit Financial revenue & valuation
| Annual revenue | $39,900,000 |
| Revenue per employee | $140,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $127,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Summit Financial has 127 employees across 10 departments.
Departments
Number of employees
Funding Data
Summit Financial has never raised funding before.
Summit Financial Tech Stack
Discover the technologies and tools that power Summit Financial's digital infrastructure, from frameworks to analytics platforms.
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Switzerland
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Frequently asked questions
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