Summit Financial Group Revenue
Financial Services • 
San Ramon, California, United States • 51-100 Employees
Summit Financial Group revenue & valuation
| Annual revenue | $12,600,000 |
| Revenue per employee | $233,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,200,000 |
| Total funding | No funding |
Key Contacts at Summit Financial Group
Tiffany A. Taylor
Director Of Marketing & Development
Erin Haubner
Director Of Hr & Operations
Jay Gilson
Senior Director
Rachael Kepke
Director Of Advisor Services
Nancy Mcmillin
Director Of Projects
Company overview
| Headquarters | 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583, US |
| Phone number | +19258667800 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Disability Insurance, Retirement Planning, Life Insurance, Financial Planning, Long Term Care Insurance, 401(K) Plans, Divorce Financial Planning, Exit And Succession Planning |
| Employees | 51-100 |
| Socials |
Summit Financial Group Email Formats
Summit Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@summitadvisors.com), used 85.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@summitadvisors.com | 85.2% |
{first name} | john@summitadvisors.com | 14.8% |
About Summit Financial Group
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Summit Financial Group has 24 employees across 4 departments.
Departments
Number of employees
Funding Data
Summit Financial Group has never raised funding before.
Summit Financial Group Tech Stack
Discover the technologies and tools that power Summit Financial Group's digital infrastructure, from frameworks to analytics platforms.
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Maps
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CDN
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Programming languages
Blogs
Paraguay
Netherlands
Brazil
Frequently asked questions
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