Company Overview
- Headquarters
- 8111 Ashlane Way, The Woodlands TX
- Website
- thesumplanning.com
- Employees
- 5
- Founded in
- 2018
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is The Sum
. The Sum is a financial planning firm based in The Woodlands, Texas. The company employs 5 people and generates $2.5 million in annual revenue. The Sum provides wealth management services to clients. Their approach focuses on simplicity, objectivity, and accountability. The firm's team of CERTIFIED FINANCIAL PLANNER™ professionals emphasizes building trust and ensuring clients' best interests are always prioritized. The Sum believes the financial services industry can be complex and sometimes misaligned with client needs. They aim to offer a more transparent and client-focused experience, prioritizing clear communication and ethical practices. Clients can contact The Sum through their website, thesumplanning.com, or by phone.
The Sum Industry Tags
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |