Summitry, LLC
Firm details
- Headquarters
- Foster City, California
- CRD number
- 128586
- Registered since
- September 26, 2003
- Website
- summitry.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.88%
- Individuals12.08%
- Investment Companies2.4%
- Charitable Organizations1.89%
- Corporations / Businesses0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Summitry, LLC is an independent registered investment adviser formed as an LLC and operating since the early 2000s. The firm describes itself as a capital allocator and serves both individual/family clients and institutional accounts. Its advisory services include comprehensive financial planning and discretionary portfolio management across individuals, small businesses, investment companies and institutions, as well as manager selection. Summitry charges clients via a mix of percentage-of-AUM and fixed fees and does not identify as an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents9%
- State & Local Bonds8%
- Public Funds/Mutual Funds2%
Owners & executives
3 of 6
James Vandevoorde
President and Chief Executive OfficerCRD 2430153
Kurt Hoefer
Chief Strategy OfficerCRD 1055179
Joseph Martin
Chief Client Experience OfficerCRD 3058406
Contacts
3 of 26
Robert Hammack
PrincipalCRD 5481216
Alexander Tran
Director of Investment OperationsCRD 6122936
Eric Jungling
Senior Financial AdvisorCRD 4190007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$384M in ETFs
67%
$256M
0%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU) | BlackRock | Passive | Target Maturity | $46.8M | 2,022,397 | 12.20% |
Location
Foster City, CA
San Mateo
Location
Foster City, CA
Headquartered in Foster City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 919 E Hillsdale Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Team Hewins, LLC
RIAFoster City, CA
Bertram Capital Management LLC
RIAFoster City, CA
Nipun Capital, L.P.
RIAFoster City, CA
American Infrastructure
RIAFoster City, CA
Bailard, Inc.
RIAFoster City, CA
Neumann Capital Management
RIAFoster City, CA