Summit Financial Partners

Financial Services • Glen Allen, Virginia, United States • 1-10 Employees

Company overview

Headquarters	5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059, US
Phone number	+18042900162
Websites	summitrva.com summitfinancialpartnersrva.com
NAICS	52
SIC	628
Keywords	Financial Advisor, Wealth Management, College Planning, Asset Management, Retirement Planning, Financial Planning, Investment Management, Fee-Only, Woman Owned, Dimensional Funds
Founded	1999
Employees	1-10
Socials

Key Contact at Summit Financial Partners

Jennifer Luzzatto

President

Summit Financial Partners Email Formats

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

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

About Summit Financial Partners

Established in Richmond, Virginia, in 1999, Summit Financial Partners, Inc. is a Registered Investment Advisory firm specializing in asset and wealth management, servicing individual clients and corporations on a fee-only basis. We are among a select group of investment firms in the nation that has the privilege to invest with Dimensional Fund Advisors. Our services are tailor made to each client’s specific circumstances and are never a one size fits all approach. To learn more about our services, please call (804)290-0162 or contact us at https://www.summitrva.com/contact/

Summit Financial Partners revenue & valuation

Annual revenue	$30,800,000
Revenue per employee	$30,794,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$98,600,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Summit Financial Partners has never raised funding before.

Summit Financial Partners Tech Stack

Discover the technologies and tools that power Summit Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Ninja Forms

Form builders

AddToAny Share Buttons

WordPress plugins

Underscore.js

JavaScript libraries

Vimeo

Video players

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Genesis theme

WordPress themes

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

AddToAny

Widgets

Frequently asked questions

Summit Financial Partners is located in Glen Allen, Virginia, US.

You can reach Summit Financial Partners at +18042900162.

Summit Financial Partners was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Summit Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summit Financial Partners

Jennifer Luzzatto

President

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