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Building 2SUMMA CORP.

Map pinTHE WOODLANDS, TX
Phone281-362-9977
NotebookSEC #801-60325
Total AUM
$43.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10077 GROGANS MILL
SUITE 455
THE WOODLANDS
TX 77380
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
281-362-9977

ReceiptFinancials

Total AUM
$43.5M
Accounts
16
Discretionary
$43.5M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTX

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

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