What departments does Summit Place Financial Advisors have?

Summit Place Financial Advisors has employees across 2 departments including Finance, Operations.

What is the largest department at Summit Place Financial Advisors?

The largest department at Summit Place Financial Advisors is Finance with 2 employees.

Where are Summit Place Financial Advisors employees located globally?

Summit Place Financial Advisors has employees across 2 continents and 2 countries including Turkey, United States Of America.

How has Summit Place Financial Advisors's team size changed over time?

Summit Place Financial Advisors's team has remained stable from approximately 9 to 9 employees based on available data.

Summit Place Financial Advisors Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Summit Place Financial Advisors is a financial services firm that delivers customized wealth management for a selective client base. The firm emphasizes a goal-driven, coordinated approach to managing wealth, addressing multiple facets of clients' financial lives. Its clientele consists of successful families and executives who seek integrated planning across their wealth, with an eye toward enjoying their success long term while preparing for future generations and philanthropic priorities. Headquartered in Summit, New Jersey, the practice operates with a small, specialized team. It positions itself within the financial services industry by providing tailored, family-focused guidance that aligns wealth management with broader life goals.

Summit Place Financial Advisors Global Highlights

North America
13

United States Of America
13

Asia
1

Turkey
1

Summit Place Financial Advisors's Leadership

L. M.
Founder And President
Mobile Phone
Email
R. U.
Owner Photographer
Mobile Phone
Email
K. F.
Vice President, Wealth Advisor
Mobile Phone
Email
A. S. M.
Managing Director | Senior Wealth Advisor
Mobile Phone
Email
C. G.
Managing Director, Senior Investment Strategist
Mobile Phone
Email
E. F.
Client Service And Operations Manager
Mobile Phone
Email
C. G.
Portfolio Manager
Mobile Phone
Email
L. M.
Financial Advisor
Mobile Phone
Email

Summit Place Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other
Analytics

Contact profiles from Summit Place Financial Advisors

Name

Title

Contact Info

Location

Last Update

L. M.
Founder And President
Mobile Phone
Email
United StatesNew Jersey
Apr 16, 2026
R. U.
Owner Photographer
Mobile Phone
Email
Oct 21, 2024
K. F.
Vice President, Wealth Advisor
Mobile Phone
Email
United StatesNew Jersey
Feb 12, 2026
A. S. M.
Managing Director | Senior Wealth Advisor
Mobile Phone
Email
United StatesNew Jersey
Apr 30, 2026
C. G.
Managing Director, Senior Investment Strategist
Mobile Phone
Email
United StatesNew York
Mar 24, 2026
E. F.
Client Service And Operations Manager
Mobile Phone
Email
United StatesNew Jersey
Nov 14, 2025
C. G.
Portfolio Manager
Mobile Phone
Email
Nov 12, 2025
L. M.
Financial Advisor
Mobile Phone
Email
United StatesNew Jersey
Feb 12, 2026
A. M.
Mobile Phone
Email
United StatesNew Jersey
Oct 22, 2024

Frequently Asked Questions

What is Summit Place Financial Advisors known for?

Summit Place Financial Advisors was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 18 Bank Street Summit, New Jersey 07901 United States; you can contact the main corporate office by phone at

+1-908-517-****

. Explore Summit Place Financial Advisors's company overview page for more information.

What is Summit Place Financial Advisors's most common email format?

Summit Place Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Place Financial Advisors email formats with LeadIQ.

How many employees does Summit Place Financial Advisors have currently?

Summit Place Financial Advisors has approximately 9 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Summit Place Financial Advisors's key employees and leadership?

As of May 2026, Summit Place Financial Advisors's key employees include:

Founder And President: L. M.
Owner Photographer: R. U.
Vice President, Wealth Advisor: K. F.
Managing Director | Senior Wealth Advisor: A. S. M.
Managing Director, Senior Investment Strategist: C. G.

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Summit Place Financial Advisors Employee Directory

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