Summit Financial Group is a firm that provides tax accounting, insurance agent or broker, third party administration, commercial bank, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Summit Financial Group clients are civic and social organizations, religious organizations, health and disease research fundraising organizations, environment, conservation, and wildlife organizations, labor unions, and grantmaking foundations with revenues ranging from $56,289 to $16 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Council of Engineering Companies (ACEC) | 501(c)(6) | Washington, DC | ||
| 2 | Oral Roberts University (ORU) | 501(c)(3) | Tulsa, OK | ||
| 3 | Bezsam | 501(c)(3) | National City, CA | ||
| 4 | The Arc Caddo-Bossier | 501(c)(3) | Shreveport, LA | ||
| 5 | Home of Hope | 501(c)(3) | Vinita, OK | ||
| 6 | CN Enterprises Health Plan Trust | 501(c)(9) | Ada, OK | ||
| 7 | La Costa Canyon High School Foundation | 501(c)(3) | Carlsbad, CA | ||
| 8 | International Association of Fire Fighters - L2180 Chula Vista | 501(c)(5) | Chula Vista, CA | ||
| 9 | Mormonism Research Ministry | 501(c)(3) | Draper, UT | ||
| 10 | Orange County Fire Authority Foundation | 501(c)(3) | Irvine, CA | ||
| ... | and 35 more Summit Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Summit Financial Group in the nonprofit sector include Capfinancial Partners, LLC, U.s. Bank National Association, Merrill Lynch Pierce Fenner and Smith, State Street Global Advisors, Bmo Harris Bank Na, PNC Bank, Beene Garter LLP, Fifth Third Bank, Allen Gibbs and Houlik LC, and Commerce Trust Company.
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