Summitry, LLC

RIASEC Registered

Total AUM

$3.4B

Discretionary

$3.4B

100% of AUM

Avg account

$831K

Accounts

4,031

Employees

Advisory reps

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

FINTRX

Overview

Summitry, LLC operates as an independent registered investment adviser and has been SEC-registered since 2003. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a capital allocator that combines in-house portfolio management with the selection and oversight of third-party managers. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Summitry is not an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.