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Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
San Ramon, California, US
Private
$39.4M Revenue
http://www.summitadvisors.com
53 Employees
Strive
Strive, Inc. (Nasdaq: ASST) is the first publicly traded asset management Bitcoin treasury company. The Company is focused on increasing Bitcoin per share to outperform Bitcoin over the long run. Since launching its first ETF in August 2022, Strive Asset Management, LLC, a direct, wholly owned subsidiary of Strive and an SEC-registered investment adviser, has grown to manage over $2 billion in assets. Learn more at strive.com and follow the company on X at @strive. By visiting this social media account you agree to Strive’s Terms of Use and Social Media Disclosures.Please review these important notices available on our website for full and detailed information.
South Portland, Maine, US
Private
$6.2M Revenue
http://www.strive.com
148 Employees
Investors Capital Group
Investors Capital Group (ICG) is a private real estate investment group providing accredited investors with attractive investment opportunities. ICG has a portfolio of more than 6,000 apartment units. We own these projects in various partnerships, joint ventures and LLCs with both individual and institutional investors. We focus primarily on apartments. By design, most of our investments are between $10 million and $30 million, primarily in the Western United States. Our experienced team is able to effectively manage and add value to investments. ICG is well positioned for the future. With a solid foundation of experience, expertise and successful investments, we are actively seeking new properties that meet our high standards and new investors to join our community. ICG has purchased over 75 apartment projects with a value of nearly $1 billion. Over 40 of these projects have gone full circle on their business plan and have been sold. In 2001, the partners of HSC formed Investors Capital Group (ICG) to focus on investing in apartments. Ward Murphy joined the team as director of investor relations and Jim McCullough came onboard as a senior analyst and debt specialist. In the early- and mid- 2000s, ICG purchased several thousand apartments in a variety of partnerships, with attractive returns for investors. ICG’s history traces its roots back to 1989 when Mick Halpin, Walt Smith and Mike Christian founded HSC Real Estate, an apartment management company headquartered in Seattle. As HSC grew, Pål Ottesen and Steve Davis became partners in the firm. Over time, HSC became a respected regional leader in apartment management.
Seattle, Washington, US
Private
http://www.icg.com
42 Employees
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