The Summit Group Advisors Revenue

Financial Services • San Antonio, Texas, United States • 1-10 Employees

The Summit Group 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 The Summit Group Advisors

Becky Horaeck

Office Manager and Director of Client Services

Company overview

Headquarters	4040 Broadway St. Suite 520, San Antonio, Texas 78209, US
Phone number	+12102930292
Website	thesummitgroupadvisors.com
NAICS	52
Keywords	Asset Management, Portfolio Management, Financial Planning, Investment Strategy, Qualified Retirement Planning, Portfolio Consulting
Employees	1-10
Socials

The Summit Group Advisors Email Formats

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

Format	Example	Percentage
{first initial}.{last name}	j.doe@thesummitgroupadvisors.com	100%

About The Summit Group Advisors

We endeavor to be the preferred partner in helping our clients succeed in managing their wealth by providing financial services of a superior quality. Our organization takes pride in our enduring values as we strive to maintain the utmost human and professional qualities in each of our relationships.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

The Summit Group Advisors has never raised funding before.

The Summit Group Advisors Tech Stack

Discover the technologies and tools that power The Summit Group Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Ads

Advertising

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

The Events Calendar

WordPress plugins

Google Workspace

Frequently asked questions

The Summit Group Advisors is located in San Antonio, Texas, US.

You can reach The Summit Group Advisors at +12102930292.

The Summit Group Advisors generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

The Summit Group Advisors has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at The Summit Group Advisors

Becky Horaeck

Office Manager and Director of Client Services

4.8

40,000 users