SUMMA GLOBAL ADVISORS, LLC
Tel: 503-636-2022 12901 Se 97th Ave Suite 390 Clackamas, Oregon 97015
About SUMMA GLOBAL ADVISORS, LLC
SUMMA GLOBAL ADVISORS, LLC is a Clackamas, Oregon based financial advisory firm with nearly $138,850,787 in assets under management and provides investment advisory services for 353 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
148713
Firm SEC#:
801-71249
Assets Under Management:
$138,850,787
No. of Clients:
353
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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