Summa Global Advisors LLC


Assets, Funds, Holdings

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Summa Global Advisors LLC
CRD #148713
SEC #801-71249
AUM $159.7 MM (66% Disc, 100% US)
Employees4 (100% Investors, 0% Brokers)
Address12901 Se 97th Ave
Clackamas, OR 97015
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Taurus Advisory Group LLC
CT 0.2
Valhalla Capital Partners LLC
KY 0.2
NWM Advisors LLC
CA 0.2
Ten-Sixty Asset Management Inc
NY 0.2
Robecosam USA Inc
NY 0.2
Innealta Capital LLC
TX 0.2
SHUM Financial Group Inc
CA 0.2
MRJ Capital Inc
NY 0.2
McBrearty Capital Management Inc
TN 0.2
Aquire Wealth Advisors LLC
UT 0.2
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