Summit Financial Advisors LLC

summit-advisors.com
109 Baldwin Avenue
San Mateo, CA 94401
Phone: 800-518-6686
Fax: N/A

Type:

Private

Employees:

< 5

Revenue:

Not Available

Industry:

Finance->Investment Bank/Brokerage

SIC Code:

8742 - Management Consulting Services
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Mark Pietrofesa
Title: Co-Founder and an Investment Adviser
No Email Avail
Executive HQ :800-518-6686 Export
Rafael Velez
Title: Managing Director, Chief Compliance Officer, Co-Founder and an Investment Adviser.
No Email Avail
Executive HQ :800-518-6686 Export
Cristina Albright
Title: Director of Client Services and a Registered Representative
No Email Avail
Executive HQ :800-518-6686 Export
Melissa Bradley
Title: Client Services Associate
No Email Avail
Executive HQ :800-518-6686 Export
Kathryn Buteyn
Title: Client Services Associate
No Email Avail
Executive HQ :800-518-6686 Export
Vincent De
Title: Owner
No Email Avail
Executive HQ :800-518-6686 Export
Bob Wilgos
Title: Partner
No Email Avail
Executive HQ :800-518-6686 Export
A. Cooper
Title: Managing Director
No Email Avail
Executive HQ :800-518-6686 Export
Wayne Hansen
Title: Certified Financail Planner
No Email Avail
Other HQ :800-518-6686 Export
Dennis Vitori
Title: Consultant Only
No Email Avail
Other HQ :800-518-6686 Export
Pete Miller
Title: CFP
No Email Avail
Other HQ :800-518-6686 Export
Judi Fox
Title: Office Manager
Executive HQ :800-518-6686 Export
Showing 1 to 12 of 12 entries

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Additional Info:

The company profile also contains facebook info, phone numbers, linkedin accounts, cfo contacts, and Summit Financial Advisors LLC email format addresses with the domain of @summit-advisors.com. Summit Financial Advisors LLC, a Investment bank/brokerage company has its main office in San Mateo, CA. If you sign up for our free trial you will see our email@summit-advisors.com addresses.

Company Background:

Full company description is available with the free trial.

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