Summit Financial Consultants Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Summit Financial Consultants

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Summit Financial Consultants Fast Facts

Revenue	Less than $1 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Additional NAICS Codes	541611 Administrative Management & General Management Consulting Services
Address	3075 Townsgate Road Suite 180 Westlake Village, CA 91361

Note: Revenues for privately held companies are statistical evaluations.


Summit Financial Consultants's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Summit Financial Consultants's annual revenues are Less than $1 million (see exact revenue data)
• What industry is the company in?
  • Summit Financial Consultants is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Summit Financial Consultants Annual Revenue and Growth Rate

Summit Financial Consultants	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Less than $1 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Summit Financial Consultants's revenues are gauged from an analysis of company filings.

Summit Financial Consultants's Income Statement (based on Industry Averages)

Summit Financial Consultants P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Summit Financial Consultants is developing and marketing. Summit Financial Consultants doesn't have any recent trademark applications, indicating Summit Financial Consultants is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SUMMIT FINANCIAL CONSULTANTS Financial planning and investment advisory services	07/07/2020

See all trademarks and details in the Full Report.

Market Share of Summit Financial Consultants's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Financial Consultants, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

These companies are similar in business line and location to Summit Financial Consultants. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FARMERS GROUP	Woodland Hills, CA	100
FARMERS AGENT GROUP BENEFITS PROGRAM	Woodland Hills, CA	36
PCF INSURANCE SERVICES OF WEST	Woodland Hills, CA	17
LIBERTY COMPANY INSURANCE BROKERS	Woodland Hills, CA	9
WARNER PACIFIC INSURANCE SERVICE	Westlake Village, CA	2
VENBROOK GROUP	Woodland Hills, CA	1

Other Companies at 3075 Townsgate Road, Westlake Village CA

Company	Headquarters	Revenue ($ MM)
ONE CAPITAL MANAGEMENT	Westlake Village, CA	100
WHITMAN/PETERSON	Westlake Village, CA	17
CREDIT CAPITAL	Westlake Village, CA	4
WESTLAKE BIOPARTNERS FUND III	Westlake Village, CA	1

Future Competition: Summit Financial Consultants's Fastest Growing Competitors

These companies are in the same general field as Summit Financial Consultants and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)