SUMMA CORP.
Tel: 281-362-9977 25219 Kuykendahl Rd Suite 260 Tomball, Texas 77375
About SUMMA CORP.
SUMMA CORP. is a Tomball, Texas based financial advisory firm with nearly $458,891,810 in assets under management and provides investment advisory services for 66 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
113091
Firm SEC#:
801-107935
Assets Under Management:
$458,891,810
No. of Clients:
66
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (INVESTMENT ADVISORY SERVICES)
Fee Structure:
A percentage of AUM, Fixed fees
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Top Financial Advisory Firms in Texas, Tomball
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
