Summit Financial Welcomes Oracle Private Wealth Advisors, an All-Woman Advisory Firm, to its Expanding Network [Yahoo! Finance]
Summit Financial Group, Inc. (SMMF)
Last summit financial group, inc. earnings: 4/30 06:00 am
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Source: Yahoo! Finance
PARSIPPANY, N.J., January 16, 2024 BUSINESS WIRE Summit Financial Holdings ("Summit"), a top firm for values-driven independent and breakaway advisors, today announced that Oracle Private Wealth Advisors ("Oracle"), has joined Summit Financial. Formerly known as Oracle Capital Strategies, Oracle represents the eighth firm in 2023 to join Summit Growth Partners (SGP), an innovative partnership that combines cash monetization with equity participation as well as exclusive partnership privileges. Via the transaction, Oracle will become an affiliate partner of Summit Financial, providing them with access to a fully integrated suite of services and technology solutions, which will support the launch, operation, and growth of the new business. The Oracle team, located in Lutherville, Maryland, has for the past 15 years consistently served the financial needs of high-net-worth (HNW) executives, entrepreneurs, private foundations, and multi-generational families. Oracle's team includes Aud
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SMMF
News
- Summit Financial Group Reports First Quarter 2024 Earnings of $1.14 Per Share [Yahoo! Finance]Yahoo! Finance
- Summit Financial Group Reports First Quarter 2024 Earnings of $1.14 Per ShareGlobeNewswire
- Summit Financial Group, Inc. (NASDAQ: SMMF) is now covered by analysts at StockNews.com. They set a "hold" rating on the stock.MarketBeat
- Burke & Herbert Financial Services Corp. and Summit Financial Group, Inc. Announce Receipt of Regulatory Approvals and Closing Date for Merger of Equals [Yahoo! Finance]Yahoo! Finance
- Burke & Herbert Financial Services Corp. and Summit Financial Group, Inc. Announce Receipt of Regulatory Approvals and Closing Date for Merger of EqualsPR Newswire
SMMF
Earnings
- 4/25/24 - Beat
SMMF
Sec Filings
- 4/26/24 - Form 10-K/A
- 4/25/24 - Form 8-K
- 4/24/24 - Form 13F-HR
- SMMF's page on the SEC website