The Sum
Financial Services, 4526 Research FRST Dr, The Woodlands, Texas, 77381, United States, 1-10 Employees
Phone Number: 28********
Who is THE SUM
The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'. As a group of highly-motivated CERTIFIED FINANCIAL PLANNERTM professionals, our ext...
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Headquarters: 4526 Research FRST Dr, The Woodlands, Texas, 77381, United States
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Date Founded: 2018
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 7372
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Frequently Asked Questions Regarding The Sum
Answer: The Sum's headquarters are located at 4526 Research FRST Dr, The Woodlands, Texas, 77381, United States
Answer: The Sum's phone number is 28********
Answer: The Sum's official website is https://thesumplanning.com
Answer: The Sum's revenue is Under $1 Million
Answer: The Sum's SIC: 7372
Answer: The Sum has 1-10 employees
Answer: The Sum is in Financial Services
Answer: The Sum contact info: Phone number: 28******** Website: https://thesumplanning.com
Answer: The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'. As a group of highly-motivated CERTIFIED FINANCIAL PLANNERTM professionals, our extensive industry and academic experience drives our commitment to continue raising the bar for our clients. The Sum is our answer to years in the financial services industry that havent felt quite right. The industry can be complicated and isnt always client friendly [In some cases, misaligned compensation structures drive advisor behavior]. Motives of companies and advisors dont always align with those of their clients. Advisors, however, have a duty to serve those who put their trust and their familys wealth in their hands. At The Sum, we have a perspective that our work is more than a duty, it is a privilege. Weve taken on the challenge of providing a better place for advice; a better place for you. So if youre tired of status-quo, give us a call, send us an email and lets get your plan started.
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