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    Summitalliance Investment Group

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    Description

    • SummitAlliance is an independent investment management and research firm that provides comprehensive investment management solutions and services for independent financial advisors (RIAs, broker/dealers, CFPs, CPAs, tax advisors, attorneys, insurance professionals and bankers) of all sizes through a robust web-based turnkey asset management platform (TAMP). As an owner-operated firm, we are accountable to you, the independent advisor. Our principals have decades of experience and a solid reputation for excellence in the delivery of financial services. Since our professional roots are grounded in the retail advisory business, we understand the challenges you face on a daily basis in servicing the needs of your clients. Our business philosophy is based on this understanding of the support you need to grow your business.
    • location

      Headquarters:14785 Preston Road Suite 1000, Dallas, Texas, United States

      More
    • Summitalliance Investment Group phone

      Phone Number: +1 972-663-4300

    • Summitalliance Investment Group website

      Website: https://www.sa-cm.com

    • Summitalliance Investment Group employees

      Employees:2

    • Summitalliance Investment Group revenue

      Revenue:$0 - 1M

    • Summitalliance Investment Group legal name

      Legal Name:Summitalliance Investment Group

    • Summitalliance Investment Group's Social Media

      Summitalliance Investment Group linkedin
    • done Is this data correct?

    • |  NAICS Code: 238340  |

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    Person level website identification

    CEO for Summitalliance Investment Group

    Douglas Gill

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Babak Youssefzadeh

    Lead Developer

    David Greuel

    Asset Manager

    Frequently Asked Questions regarding Summitalliance Investment Group

    • Where are Summitalliance Investment Group's Headquarters?

      Summitalliance Investment Group's Headquarters are in 14785 Preston Road Suite 1000,Dallas,Texas,United States

    • What is Summitalliance Investment Group's phone number?

      Summitalliance Investment Group's phone number is +1 972-663-4300

    • What is Summitalliance Investment Group's official website?

      Summitalliance Investment Group's official website is https://www.sa-cm.com

    • What is Summitalliance Investment Group's Revenue?

      Summitalliance Investment Group's revenue is $0 - 1M

    • What is Summitalliance Investment Group's NAICS code?

      Summitalliance Investment Group's NAICS code is 238340

    • How many employees are working in Summitalliance Investment Group

      Summitalliance Investment Group has 2 employees

    • What is Summitalliance Investment Group's Industry?

      Summitalliance Investment Group is in the industry of Financial Services

    • Who is Summitalliance Investment Group's CEO?

      Summitalliance Investment Group's CEO is Douglas Gill

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