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Building 2SUMMA CORP.

Map pinTOMBALL, TX
Phone281-362-9977
NotebookSEC #801-107935
Total AUM
$587.2M
Employees
2
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25219 KUYKENDAHL RD
SUITE 260
TOMBALL
TX 77375
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
281-362-9977

ReceiptFinancials

Total AUM
$587.2M
Accounts
77
Discretionary
$397.6M
Accounts
65
Non-Discretionary
$189.6M
Accounts
12

ContactClients

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Individual Clients
38
AUM
$36.5M
HNW Individual Clients
35
AUM
$403M
Investment Advisor Clients
1
AUM
$132.5M
Corporation or Business Clients
2
AUM
$15.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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