Summit Financial Advisors Revenue

Financial Services • Minnetonka, Minnesota, United States • 11-20 Employees

Summit Financial Advisors revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contacts at Summit Financial Advisors

Jim Franceus

President And Owner

Chris Krstevski

Ceo

Vincent De Giovanni

Owner

Wayne Fowler

Director

Company overview

Headquarters	10900 Wayzata Blvd, Suite 830, Minnetonka, MN 55305, US
Phone number	+16515837290
Website	summitadvisorsmn.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Investment Planning, Education Planning, Retirement Planning, Estate Planning, Personal Financial Management, Business Consulting & Succession Planning, Tax Efficiency Planning, Insurance/Protection Planning
Founded	2014
Employees	11-20
Socials

Summit Financial Advisors Email Formats

Summit Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@summitadvisorsmn.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@summitadvisorsmn.com	100%

About Summit Financial Advisors

Summit Financial Advisors is an independent wealth management firm with professionals that offer advice in comprehensive financial planning and investment management. We offer a tailored, team-based approach to address the changing needs of successful individuals, families, and business owners. Our knowledge and experience help guide clients through rocky financial terrain, offering clarity in order to pursue their financial goals. Our prospective clients often approach us with the following questions: • Am I saving enough? • When can I retire? • Are my assets properly aligned for my risk tolerance? • Can I afford to send my children to college? • Is my family properly protected against an unexpected loss of income? At Summit Financial Advisors, we understand these challenges and can offer targeted strategies to help address your goals. We value strong relationships built on an in-depth knowledge of our clients’ financial situation. Our independence and ability to offer objective advice uniquely positions us to be our client’s primary advisor, working as a liaison with other professionals in your life to work towards addressing your goals. We strive to guide your financial journey from base to summit. Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Summit Financial Advisors, Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. http://www.finra.org https://www.sipc.org -For a list of state in which we are registered to do business, please visit www.summitadvisorsmn.com

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Summit Financial Advisors has 11 employees across 5 departments.

Departments

Number of employees

Funding Data

Summit Financial Advisors has never raised funding before.

Frequently asked questions

Summit Financial Advisors is located in Minnetonka, Minnesota, US.

You can reach Summit Financial Advisors at +16515837290.

Summit Financial Advisors generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Summit Financial Advisors has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Financial Advisors was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Summit Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.