PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

Just when it looked done with deals for 2024, Summit Financial made another move in the Southeast – and it's a doozy. On Wednesday, Summit announced a minority investment in Gordon Asset Management, a ...

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Gateway Advisory, a New Jersey-based RIA with $830 ...

In an increasingly competitive industry, Summit Global falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating. Summit Global open-end and exchange-traded products ...