Company Overview
- Headquarters
- 919 E Hillsdale Blvd # 150 # 150, Foster City CA
- Website
- summitry.com
- Phone
- (650) 212-2240
- Employees
- 50
- Founded in
- 2003
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Golub Group
Summitry is a company based in Foster City, California, operating as a financial planning firm. Employing 50 individuals, Summitry focuses on providing personalized financial planning guidance and investment strategies tailored to the specific needs of individuals residing in the Bay Area. The firm specializes in helping clients navigate the complexities of managing wealth while living in the unique environment of the Bay Area. Their expertise encompasses a wide range of financial planning services, aiming to empower clients to optimize their financial wellbeing. Summitry differentiates itself through its specialized understanding of the Bay Area lifestyle and its commitment to delivering personalized solutions. Their investment strategies are designed to align with clients' goals and circumstances, ensuring a tailored approach to wealth management. Interested parties can explore Summitry's services further by visiting their website at summitry.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 7 | |||
| 10M | 5 | Vero Beach, FL | 2010 | |
| 10M | 6 | |||
| 10M | 13 | White River Junction, VT | 2011 | |
| 10M | 52 |