Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
San Ramon, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,150,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
1,200
Avg Client Age
58
Overview

Summit Financial Group, LLC is a wealth management firm with 30 professionals, $10 million in revenue, and approximately 1.15 Billion under management. There are 10 practices staffed with 13 advisors, and a staff of 17 supporting the operation. We are interested in potential acquisition targets, but are quite particular about culture and fit.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...