|
⚲
|
| Summa Corp
✚
|
|
|---|---|
| CRD # | 113091 |
| SEC # | 801-107935 |
| CIK # | 0001735015 |
| AUM | $232.4 MM (2023-03-01) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 281-362-9977 |
| Address | 25219 Kuykendahl Rd Tomball, TX 77375 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 12.7 |
| (b) Individuals (high net worth individuals) | 27 | 173.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 39.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 232.4 |
| By Discretionary | ||
| Discretionary | 45 | 189.7 |
| Non-Discretionary | 8 | 42.7 |
| Total | 53 | 232.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 196.8 | |
| United States Persons | 35.5 | |
| Total | 53 | 232.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001735015] |
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|---|---|---|
|
PFG Investments LLC
✚
|
OR | 0.2 |
|
First Financial Advisors Inc
✚
|
MI | 0.2 |
|
JPS Financial LLC
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|
OH | 0.2 |
|
Legacy Investment Partners LLC
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|
KS | 0.2 |
|
Hamrick Investment Counsel LLC
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WA | 0.2 |
|
Copley Financial Group Inc
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CA | 0.2 |
|
Cherrydale Wealth Management LLC
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|
NJ | 0.2 |
|
MC Byrd Wealth Management LLC
✚
|
TX | 0.2 |
|
Fields Gottscho Capital Management LLC
✚
|
NY | 0.2 |
|
Life Planning Partners Inc
✚
|
FL | 0.2 |