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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.

Find Summit Place Financial Advisors employees' phone numbers or email addresses

Summit Place Financial Advisors Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
1

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  • Turkey
    1

Summit Place Financial Advisors's Leadership

  • Stylized image of a person
    R. U.
    Owner Photographer
    Mobile Phone
  • Stylized image of a person
    C. G.
    Portfolio Manager
    Mobile Phone

Summit Place Financial Advisors Employee Metrics

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

Contact profiles from Summit Place Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. U.
    Owner Photographer
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. G.
    Portfolio Manager
    Mobile Phone
    Nov 12, 2025

Frequently Asked Questions

What is Summit Place Financial Advisors known for?

Minus sign iconPlus sign iconSummit Place Financial Advisors was founded in 2008 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconSummit 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?

Minus sign iconPlus sign iconSummit Place Financial Advisors has approximately 10 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

  • Owner Photographer: R. U.
  • Portfolio Manager: C. G.

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