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SUMMITRY, LLC
919 Hillsdale Blvd.
Suite 150
Foster City, California 94404
Tel: 650-212-2240
About SUMMITRY, LLC
SUMMITRY, LLC, formally registered with the SEC as SUMMITRY, LLC. The firm was established in 09/26/2003. They have over 1 offices throughout the country.
SUMMITRY, LLC is a Foster City, California based Financial Planning firm with nearly $2,450,702,244 assets under management, offering retirement planning & investment advisory services to 1301 clients. The firm is staffed with 40 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128586 |
| SEC# | 801-62398 |
| Assets Managed by Firm | $2,450,702,244 |
| No. of Clients | 1301 |
| No. of Advisors | 40 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1301 | $2,450,702,244 |
| Individuals (other than high net worth individuals) | 494 | $321,057,450 |
| High net worth individuals | 618 | $1,928,301,276 |
| Pension and profit sharing plans | 18 | $36,968,233 |
| Charitable organizations | 13 | $62,510,296 |
| Corporations or other businesses | 10 | $36,695,145 |
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|---|---|---|---|
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