Summit Wealth Group: Detailed Company Information & Corporate Profile
Contact top employees from
Summit Wealth Group
Summary
Summit Wealth Group is a private company that has been in the industry for 41 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Randy Morris. Its headquarters is located at Colorado Springs, Colorado, USA. The number of employees ranges from 25 to 100. The annual revenue of Summit Wealth Group varies between 10M and 50M. To connect with Summit Wealth Group employee register on SignalHire.
| Summit Wealth Group Website | summitwealthgroup.com |
| Social Links |    |
| Phone Number | 1-719-633-4033, 877-320-0379 |
| Industries | |
| Summit Wealth Group Headquarters address | 13710 Struthers Road, Colorado Springs, Colorado, 80921 US |
| Company Size | 100-200 employees |
| Specialties | Accumulation Planning, Risk Management, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Financial Advisor, Financial Advising, College Planning, Certified Financial Planner, Tax Planning, Accounting, Tax Preparation, Investment Management |
| SIC Code | 7380 |
| DMA Code | Colorado Springs Metropolitan Area |
| Founded | 2002 |
| Estimated Annual Revenue | $10M - 50M |
| Operating Status | Independent Company |
Summit Wealth Group Org Chart
Chief Executive Officer
C-Level
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 1996 | Privately Held | 25 - 100 | 1.9M | $0 | |
| 2018 | Privately Held | 10-50 | 37.1M | $- |
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
Summit Wealth Group's workforce includes employees across a wide range of tenure levels.
10% have been with the company for less than 1 year15% have been with the company for 1 to 2 years10% have been with the company for 3 to 4 years10% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years40% have been with the company for more than 11 yearsContact top employees from
Summit Wealth Group
Jessica KnoxMarketing Coordinator/Content Strategist
Email (6)j***x@stlblues.com
, j***x@brickyard.com
, j***x@summitwealthgroup.com
, ...
Phone (4)+1-520-***-**38
, +1-323-***-**15
, ...
Daniel CookVice President, Treasurer
Randy Morris CFP®CEO, President
Seamus OBrienHead of Advisor Success
Email (2)o***@pershing.com
, o***@aol.com
Phone (3)+1-323-***-**97
, +1-480-***-**60
, ...
Dan GilbertsonVice President
Email (5)d*********n@summitwealthgroup.com
, s*********a@summitwealthgroup.com
, d**********n@comcast.net
, ...
Phone (4)+1-205-***-**99
, +1-909-***-**50
, ...
Christopher WellsVice President
Email (4)w***@yahoo.com
, w***@bcbsms.com
, w***@aol.com
, ...
Phone (2)+1-480-***-**55
, +1-623-***-**77
Michael Comstock CFP®Head of Family Office Services | Senior Advisor
Email (4)m*****l@premierassetmanagement.net
, m*******k@premiercares.net
, m*****l@ppw.financial
, ...
Phone (3)+1-870-***-**05
, +1-909-***-**96
, ...
Shannon AndersonMarketing Coordinator
Email (4)s***@bobpenkhusmazdaatpowers.com
, a***@summitwealthgroup.com
, s***@gmail.com
, ...
Phone (1)+1-323-***-**30
David NolandFinancial Advisor
Email (6)d*****d@brec.org
, d*****d@vanguard.com
, d*****d@summitwealthgroup.com
, ...
Phone (1)+1-***-***-5900
Michael SheltonFinancial Advisor
Email (2)m*************n@bmhcc.org
, m******n@summitwealthgroup.com
Phone (1)+1-***-***-4287
Ava StottTeam Support Admin
Email (3)a***@aol.com
, a***@yahoo.com
, a***@eventcrush.com
Phone (4)+1-323-***-**00
, +1-323-***-**31
, ...
Sarah BiggerstaffClient Relationship Specialist
Email (1)s************3@gmail.com
Phone (4)+1-623-***-**58
, +1-623-***-**69
, ...
Companies Similar to Summit Wealth Group
Summit Wealth Group Corporate Information: FAQ
Summit Wealth Group operates in the Finance industries. More details can be found on the official website: summitwealthgroup.com.
The headquarters of Summit Wealth Group are located in Colorado Springs, United States.
The current CEO of Summit Wealth Group is Randy Morris
You can contact Summit Wealth Group by phone at 1-719-633-4033, 877-320-0379.
Summit Wealth Group currently employs 100-200 people.
Summit Wealth Group's revenue is approximately 43.4M.
Well-known competitors of Summit Wealth Group include Wagner Wealth Management and Centura Wealth Advisory.
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