Summit Wealth Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Summit Wealth Group

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Summit Wealth Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	541611 Administrative Management & General Management Consulting Services
Address	13710 Struthers Rd. #115 Colorado Springs, CO 80921

Note: Revenues for privately held companies are statistical evaluations.


Summit Wealth Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Summit Wealth Group's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Summit Wealth Group is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Summit Wealth Group Annual Revenue and Growth Rate

Summit Wealth Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Summit Wealth Group's revenues are gauged from an analysis of company filings.

Summit Wealth Group's Income Statement (based on Industry Averages)

Summit Wealth Group 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 Wealth Group is developing and marketing. Summit Wealth Group doesn't have any recent trademark applications, indicating Summit Wealth Group 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 ACCOUNTING SOLUTIONS Accounting services; tax preparation services; business management consultation services; consultation services in the field of dental practice management; business management consultation services in the field of professional service firms, namely on business practices and procedures	02/27/2013
SUMMIT WEALTH GROUP Financial planning services; financial consultation services; financial services, namely, wealth management services; estate planning services; financial planning for retirement services; financial portfolio analysis services; all the foregoing excluding providing private equity or venture capital investment funds	02/25/2013

See all trademarks and details in the Full Report.

Market Share of Summit Wealth Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Wealth Group, 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
SUMMIT WEALTH GROUP	Colorado Springs, CO	100
SHARKBACS MANAGEMENT GROUP	Colorado Springs, CO	76
OUTDOOR LIFESTYLE STRATEGIES	Colorado Springs, CO	60
ALL PRO CAPITAL	Colorado Springs, CO	32
PHILANTHROCORP	Colorado Springs, CO	26
EVEROAK WEALTH	Colorado Springs, CO	24

Future Competition: Summit Wealth Group's Fastest Growing Competitors

These companies are in the same general field as Summit Wealth Group 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)