Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > tomball > SUMMA CORP.
SUMMA CORP.
25219 Kuykendahl Rd
Suite 260
Tomball, Texas 77375
Tel: 281-362-9977
About SUMMA CORP.
SUMMA CORP, formally registered with the SEC as SUMMA CORP. The firm was established in 06/08/2016. They have over 1 offices throughout the country.
SUMMA CORP. is a Tomball, Texas based Financial Planning firm with nearly $458,891,810 assets under management, offering retirement planning & investment advisory services to 66 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113091 |
| SEC# | 801-107935 |
| Assets Managed by Firm | $458,891,810 |
| No. of Clients | 66 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (INVESTMENT ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 66 | $458,891,810 |
| Individuals (other than high net worth individuals) | 33 | $29,926,954 |
| High net worth individuals | 30 | $362,308,398 |
| Other investment advisers | 1 | $54,471,529 |
| Corporations or other businesses | 2 | $12,184,929 |
More Retirement Planning firms in Tomball, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Tomball, Texas