The Sum Email Formats
Financial Services • 
The Woodlands, Texas, United States • 1-10 Employees
The Sum Email Formats
The Sum uses 2 email formats. The most common is {first initial} (e.g., j@thesumplanning.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@thesumplanning.com | 66.7% |
{first name} | john@thesumplanning.com | 33.3% |
Key Contacts at The Sum
Mike Bard
Partner, Director Of Financial Planning And Financial Planner
Elliott Butler-Cisneros
Executive Director
John Elliott Butler-Cisneros
Executive Director
Company overview
| Headquarters | 4526 Research Forest Dr, Suite 240, The Woodlands, Texas 77381, US |
| Phone number | +12819404859 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Stocks, 401K, Asset Management, IRA, Bonds, Financial Planning, Mutual Funds, Retirement, ETF |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
About The Sum
The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'. As a group of highly-motivated CERTIFIED FINANCIAL PLANNER™ professionals, our extensive industry and academic experience drives our commitment to continue raising the bar for our clients. The Sum is our answer to years in the financial services industry that haven’t felt quite right. The industry can be complicated and isn’t always client friendly [In some cases, misaligned compensation structures drive advisor behavior]. Motives of companies and advisors don’t always align with those of their clients. Advisors, however, have a duty to serve those who put their trust and their family’s wealth in their hands. At The Sum, we have a perspective that our work is more than a duty, it is a privilege. We’ve taken on the challenge of providing a better place for advice; a better place for you. So if you’re tired of status-quo, give us a call, send us an email and let’s get your plan started.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Sum has 6 employees across 3 departments.
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Number of employees
Funding Data
The Sum has never raised funding before.
The Sum Tech Stack
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