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    Summit Advisor Solutions

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    Description

    • Summit Advisor Solutions (SAS) is a Technology & Investment Platform that caters to RIA's. SAS offers a technology solution for advisors to customize asset management in their own branded, and organized configuration. In addition to offering a wide array of strategies and managers, SAS also provides access to thoroughly screened alternative asset management strategies in the Hedge Fund and Private Credit space. The combination of providing asset management content and allowing advisors to add their own strategies and content in one technology engine is an efficient, and current way for advisors to execute on their business.Advisory services offered through Summit Advisor Solutions, an SEC registered investment adviser.
    • location

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

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    • Summit Advisor Solutions phone

      Phone Number: +1 866-667-1669

    • Summit Advisor Solutions website

      Website: https://www.summitadvisorsolutions.com

    • Summit Advisor Solutions employees

      Employees:4

    • Summit Advisor Solutions revenue

      Revenue:$0 - 1M

    • Summit Advisor Solutions legal name

      Legal Name:Summit Advisor Solutions

    • Summit Advisor Solutions's Social Media

      Summit Advisor Solutions linkedin
    • done Is this data correct?

    • |  NAICS Code: 238340  |

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    Person level website identification

    Director, Operations for Summit Advisor Solutions

    Scott Nelson

    Director, Operations

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Scott Nelson

    Director, Operations

    Frequently Asked Questions regarding Summit Advisor Solutions

    • Where are Summit Advisor Solutions's Headquarters?

      Summit Advisor Solutions's Headquarters are in 14785 Preston Road Suite 1000,Dallas,Texas,United States

    • What is Summit Advisor Solutions's phone number?

      Summit Advisor Solutions's phone number is +1 866-667-1669

    • What is Summit Advisor Solutions's official website?

      Summit Advisor Solutions's official website is https://www.summitadvisorsolutions.com

    • What is Summit Advisor Solutions's Revenue?

      Summit Advisor Solutions's revenue is $0 - 1M

    • What is Summit Advisor Solutions's NAICS code?

      Summit Advisor Solutions's NAICS code is 238340

    • How many employees are working in Summit Advisor Solutions

      Summit Advisor Solutions has 4 employees

    • What is Summit Advisor Solutions's Industry?

      Summit Advisor Solutions is in the industry of Financial Services

    • Who is Summit Advisor Solutions's Director, Operations?

      Summit Advisor Solutions's Director, Operations is Scott Nelson

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