Company

SummitView Advisors

Financial Services 975 Spaulding Ave Se 4 employees

Employees: 4
Contacts: 2
Emails: 2

summitviewadvisor.com LinkedIn

SummitView Advisors Overview

Headquarters: 975 Spaulding Ave Se
Website: summitviewadvisor.com
Industry: Financial Services
Employees: 4
Founded: 2018
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning and Investment Management

About SummitView Advisors

SummitView Advisors is an independent, fee-only wealth management firm that provides financial planning and investment management services for individuals and families. The firm was founded on the principles of deep relationships, forward-thinking portfolio management and the use of technology to help our clients achieve their goals. We act as fiduciaries for our clients, meaning we are obligated to put their best interests first. As fee-only advisors, we do not receive any commissions or kickbacks and are only compensated through the fee paid to us by our clients. We believe this approach aligns us with our clients and allows us to avoid conflicts of interest.

SummitView Advisors Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

SummitView Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bobby Jordan, Cpa	Partner at Summitview Cpas	Nampa, Idaho, United States	Email
Jeff Belmonte, Cfp®		Ada, Michigan, United States	Email
Alicia Loyd	Investment Strategy	Yakima, Washington, United States	View
Madison Patterson			View