LeadIQ logo
Learn more at LeadIQ.com
Summit Advisors NW logo

Summit Advisors NW Employee Directory

Financial ServicesOregon, United States2-10 Employees

Summit Advisors NW has about 5 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Summit Advisors NW's workforce fell 33% between January 2026 and November 2026.

Find Summit Advisors NW employees' phone numbers or email addresses

Summit Advisors NW Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Summit Advisors NW's Leadership

  • Co Founder at Summit Advisors NW
    M. R.
    Co Founder
    Mobile Phone
  • Executive Vice President / Wealth Advisor at Summit Advisors NW
    J. G.
    Executive Vice President / Wealth Advisor
    Mobile Phone
  • Licensed Associate at Summit Advisors NW
    H. B.
    Licensed Associate
    Mobile Phone

Summit Advisors NW Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Banking is the largest department at 50% of profiles with a known department, down from 67% in January 2026, followed by Business (50%, up from 33%).

Contact profiles from Summit Advisors NW

Name
Title
Contact
Location
Last Update
  • Co Founder at Summit Advisors NW
    M. R.
    Co Founder
    Mobile Phone
    United States, Oregon
    Nov 10, 2025
  • Executive Vice President / Wealth Advisor at Summit Advisors NW
    J. G.
    Executive Vice President / Wealth Advisor
    Mobile Phone
    United States, Nebraska
    Apr 15, 2026
  • Licensed Associate at Summit Advisors NW
    H. B.
    Licensed Associate
    Mobile Phone
    United States, Oregon
    Jun 08, 2026

Frequently Asked Questions

What are the largest departments at Summit Advisors NW?

Minus sign iconPlus sign iconBanking is the largest department at 50% of profiles with a known department, down from 67% in January 2026, followed by Business (50%, up from 33%).

How has Summit Advisors NW's workforce changed over the past year?

Minus sign iconPlus sign iconSummit Advisors NW's workforce fell 33% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 67% to 50%.

How many employees does Summit Advisors NW have currently?

Minus sign iconPlus sign iconSummit Advisors NW has approximately 5 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Summit Advisors NW's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Summit Advisors NW's key employees include:

  • Co Founder: M. R.
  • Executive Vice President / Wealth Advisor: J. G.
  • Licensed Associate: H. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Summit Advisors NW's most common email format?

Minus sign iconPlus sign iconSummit Advisors NW employees' email format typically follows the pattern of First@summitadvisorsnw.com. Trying to find reliable and up-to-date employee contact data? Find more Summit Advisors NW email formats with LeadIQ.

What is Summit Advisors NW known for?

Minus sign iconPlus sign iconSummit Advisors NW was founded in 2012 and operates in the Financial Services industry. You can contact Summit Advisors NW's main corporate office by phone at
+1-503-245-****
. Explore Summit Advisors NW's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.