Summa Global Advisors, LLC

RIASEC RegisteredEst. 2010

Total AUM

$144M

Discretionary

$133M

92% of AUM

Avg account

$409K

Accounts

352

Employees

Advisory reps

Firm details

Headquarters: Clackamas, Oregon
CRD number: 148713
Registered since: April 7, 2010
Website: www.summaglobal.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.65%
Individuals19.35%
Charitable Organizations0.99%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Summa Global Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2010. The firm serves individual and family clients and combines financial planning with portfolio management for individuals and small businesses. It also acts as a capital allocator by selecting third-party advisers for certain strategies. Its fee structures include percentage-of-AUM billing as well as fixed fees. Summa does not identify as an active ESG investor and is not reported as a multistate or pension consultant adviser.