SummitView Advisors Revenue
Financial Services • 
Loveland, Colorado, United States • 1-10 Employees
SummitView Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at SummitView Advisors
Rachel Stewart
Director of Marketing
Company overview
| Headquarters | 3780 N Garfield Ave, Suite 201, Loveland, Colorado 80538, US |
| Phone number | +19706637511 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Disability Insurance, Bonds, Estate Planning, Stocks, Annuities, Retirement Planning, Events, Mutual Funds, Life Insurance, Real Estate Investing, Financial Freedom, Insurance Review, Pension Planning, Wealth Transfer, Divorce Planning, Inheritance Planning, Female Investors, Financial Independence, Account Consolidation, Beneficiary Review, Charitable Giving Strategies, Independent Women, Maximizing Social Security, Morningstar Analysis, Personalized Plans |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
SummitView Advisors Email Formats
SummitView Advisors uses 2 email formats. The most common is {first initial} (e.g., j@summitviewadvisors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@summitviewadvisors.com | 50% |
{first name} | john@summitviewadvisors.com | 50% |
About SummitView Advisors
SummitView Advisors is female led with nearly 30 years of experience in the industry. We provide tailored financial advice and services to meet the needs of you and your family. We design creative investment strategies and custom solutions to help you reach your objectives. Education is a large part of what sets us apart. We take the time to listen to your needs, and educate you on the options and how it flows together. We also take pride in continuing our education to ensure we are providing the best service possible as the ever-changing environment updates. As an advisor at SummitView we will get to know the clients on a deeper level, and this knowledge transcends directly into the financial planning they do. They get to know your hopes and dreams, your family, and your goals. By finding out what’s important to you, they can personalize the plan to fit your needs. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC, Advisory service through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SummitView Advisors are not affiliated.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
SummitView Advisors has never raised funding before.
SummitView Advisors Tech Stack
Discover the technologies and tools that power SummitView Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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