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Summit Advisory Group Logo
Summit Advisory Group CB Rank
1904413
Heat Score
47
Summit Advisory Group specializes in tax strategy & management, insurance, retirement, life insurance, and financial services.
Private Charlotte, North Carolina, United States11-50 www.sumadv.com
Financial Services
Insurance
Retirement
Overview

Summit Advisory Group
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Summit Advisory Group

CB Rank
1904413
Summit Advisory Group specializes in tax strategy & management, insurance, retirement, life insurance, and financial services.
Private Charlotte, North Carolina, United States11-50 www.sumadv.com
Financial Services
Insurance
Retirement

Details

Operating Status Active
Company Type For Profit
Phone Number 704-554-6404
Contact Email turner_emily@nlgroupmail.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tax Strategy & Management
Services focused on planning and managing tax obligations to optimize financial outcomes for individuals and businesses.
Insurance Services
Provision of various insurance products including life, health, and business insurance to protect clients against financial risks.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 10
News
Technology
View Tech Report

IT Spend

$847KThis year, Summit Advisory Group is projected to spend $847K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Business Growth Software Logo
Business Growth Software
80
Clinical Trial Technology Logo
Clinical Trial Technology
79
Automated Payroll Logo
Automated Payroll
78

Active Website Tech Count

1Summit Advisory Group is actively using the technology IPhone / Mobile Compatible for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is Summit Advisory Group's headquarters? Summit Advisory Group is located in Charlotte, North Carolina, United States.Who are Summit Advisory Group's competitors? Alternatives and possible competitors to Summit Advisory Group may include Mcdermott Investment Advisors, Best Financial Website, and  Sorensen Financial Services & Flexible Benefits.
Who We Are
What We Do
Helpful Links
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