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SUMMITRY, LLC
FOSTER CITY, CA
650-212-2240
SEC #801-62398Total AUM
$3.4B
Employees
46Clients
1,327Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
919 HILLSDALE BLVD.
SUITE 150
FOSTER CITY
CA 94404
United States
SUITE 150
FOSTER CITY
CA 94404
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
650-212-2240
Other Offices
2
Financials
Total AUM
$3.4B
Accounts
4,031Discretionary
$3.4B
Accounts
3,540Non-Discretionary
$229.6K
Accounts
491
Clients
Individual Clients
548AUM
$404.7M
HNW Individual Clients
745AUM
$2.7B
Investment Company Clients
1AUM
$80.3M
Pension/Profit Sharing Plan Clients
12AUM
$27.9M
Charitable Organization Clients
12AUM
$63.3M
Corporation or Business Clients
9AUM
$30.7M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLHIIDLAMANCNHNVNYORTXWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.