Products & Services
About Summit Financial LLC
This profile covers Summit Financial LLC, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Red Bank, New Jersey, United States, operating in Financial Services and employing 6-10 people.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Summit Financial LLC is one of 43,983 Financial companies listed in New Jersey.
Business Contact Information
- Website
- davidchepauskas.com
- Address
- 1 Harding Rd, Red Bank, New Jersey, 7701, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 8 (6-10)
- Annual Revenue
- $1.6M ($1M-$5M)
Summit Financial LLC: frequently asked questions
What does Summit Financial LLC do?
This profile covers Summit Financial LLC, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Red Bank, New Jersey, United States, operating in Financial Services and employing 6-10 people.
Where is Summit Financial LLC located?
Summit Financial LLC is headquartered at 1 Harding Rd, Red Bank, New Jersey, 7701, United States.
How many employees does Summit Financial LLC have?
Summit Financial LLC has about 8 employees (the 6-10 range).
What is Summit Financial LLC's annual revenue?
Summit Financial LLC's annual revenue is estimated at $1.6M (the $1M-$5M range).
What industry is Summit Financial LLC in?
Summit Financial LLC is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Summit Financial LLC?
Its website is davidchepauskas.com.
What companies are similar to Summit Financial LLC?
Other large financial companies in New Jersey include Prudential Financial Inc, Mizuho Financial Group, Everest Group and Prudential PLC.
Largest financial companies in New Jersey
Largest financial companies
Manufacturing sales in New Jersey, 2026
In New Jersey, Factur's 2026 study counted 25 manufacturing quotes worth $3.1M and 4 purchase orders over 12 months: 16% of quotes became orders, against 21% nationally. See the New Jersey data.
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