The Summit Group Advisors
We endeavor to be the preferred partner in helping our clients succeed in managing their wealth by providing financial services of a superior quality. Our organization takes pride in our enduring values as we strive to maintain the utmost human and professional qualities in each of our relationships.
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Verified contacts
2
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- AC
Alejandro Cabezut
Managing Partner · General Business & Management
EmailPhone - BH
Becky Horaeck
Office Manager and Director of Client Services · General Business & Management
EmailPhone
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Top roles at The Summit Group Advisors
2 distinct titles indexed · top 2 shown.
- 1managing partner
- 1office manager and director of client services
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