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    Summit Wealth Advocates, Llc

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    Description

    • Summit Wealth Advocates is a fee-only personal financial advisory firm designed to provide investment management, advanced planning and resource management for families, with objective and comprehensive financial planning counsel.We have over 20 years of combined experience in working with familes with both simple and complex financial needs.
    • location

      Headquarters:5871 Crossandra St Se , Prior Lake, Minnesota, United States

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    • Summit Wealth Advocates, Llc phone

      Phone Number: +1 612-987-9112

    • Summit Wealth Advocates, Llc website

      Website: http://www.summitwealthadvocates.com/

    • Summit Wealth Advocates, Llc employees

      Employees:9

    • Summit Wealth Advocates, Llc revenue

      Revenue:$1 - 10M

    • Summit Wealth Advocates, Llc legal name

      Legal Name:Summit Wealth Advocates, Llc

    • Summit Wealth Advocates, Llc's Social Media

      Summit Wealth Advocates, Llc linkedin Summit Wealth Advocates, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Vice-President Wealth Management - Chief Information Officer for Summit Wealth Advocates, Llc

    Jon Govin

    Vice-President Wealth Management - Chief Information Officer

    Person level website visitor identification

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    View Employees

    Jon Govin

    Vice-President Wealth Management - Chief Information Officer

    Frequently Asked Questions regarding Summit Wealth Advocates, Llc

    • Where are Summit Wealth Advocates, Llc's Headquarters?

      Summit Wealth Advocates, Llc's Headquarters are in 5871 Crossandra St Se ,Prior Lake,Minnesota,United States

    • What is Summit Wealth Advocates, Llc's phone number?

      Summit Wealth Advocates, Llc's phone number is +1 612-987-9112

    • What is Summit Wealth Advocates, Llc's official website?

      Summit Wealth Advocates, Llc's official website is http://www.summitwealthadvocates.com/

    • What is Summit Wealth Advocates, Llc's Revenue?

      Summit Wealth Advocates, Llc's revenue is $1 - 10M

    • What is Summit Wealth Advocates, Llc's NAICS code?

      Summit Wealth Advocates, Llc's NAICS code is 523110

    • How many employees are working in Summit Wealth Advocates, Llc

      Summit Wealth Advocates, Llc has 9 employees

    • What is Summit Wealth Advocates, Llc's Industry?

      Summit Wealth Advocates, Llc is in the industry of Financial Services

    • Who is Summit Wealth Advocates, Llc's Vice-President Wealth Management - Chief Information Officer?

      Summit Wealth Advocates, Llc's Vice-President Wealth Management - Chief Information Officer is Jon Govin

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