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Home > Retirement Planners > oregon > clackamas > SUMMA GLOBAL ADVISORS, LLC
SUMMA GLOBAL ADVISORS, LLC
12901 Se 97th Ave
Suite 390
Clackamas, Oregon 97015
Tel: 503-636-2022
About SUMMA GLOBAL ADVISORS, LLC
SUMMA GLOBAL ADVISORS, LLC, formally registered with the SEC as SUMMA GLOBAL ADVISORS, LLC. The firm was established in 04/07/2010. They have over 1 offices throughout the country.
SUMMA GLOBAL ADVISORS, LLC is a Clackamas, Oregon based Financial Planning firm with nearly $138,850,787 assets under management, offering retirement planning & investment advisory services to 353 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148713 |
| SEC# | 801-71249 |
| Assets Managed by Firm | $138,850,787 |
| No. of Clients | 353 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 353 | $138,850,787 |
| Individuals (other than high net worth individuals) | 119 | $82,740,249 |
| High net worth individuals | 13 | $51,783,166 |
| Charitable organizations | 2 | $4,327,372 |
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