CTOs on the Move

Summit Financial Resources

www.summitfinancial.com

 
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial ...
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details

Similar Companies

MSD Partners

MSD Partners, L.P., an SEC-registered investment adviser, was formed in 2009 by the partners of MSD Capital, L.P. Established in 1998, MSD Capital exclusively manages the assets of Michael S. Dell and his family. MSD Partners utilizes a multi-disciplinary investment strategy focused on maximizing long-term capital appreciation by making investments across the globe in the debt and equity of public and private companies, real estate and other asset classes. Michael Dell and his family are substantial clients of MSD Partners. MSD Partners operates from offices in New York and Santa Monica.

Himelsein Mandel Fund Management

Himelsein Mandel Fund Management is a New York, NY-based company in the Financial Services sector.

CNL

CNL Financial Group, Inc is a financial services company that focuses on real estate.

Johnson Bixby

Johnson Bixby is a Vancouver, WA-based company in the Financial Services sector.

Aquarian Holdings