SUMMA GLOBAL ADVISORS, LLC - Financial Advisor in Oregon, Clackamas

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Other (FINANCIAL PLANNING -- FLAT OR HOURLY FEES)

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