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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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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