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

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