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Building 2SUMMA GLOBAL ADVISORS, LLC

Map pinCLACKAMAS, OR
Phone503-636-2022
NotebookSEC #801-71249
Total AUM
$144.1M
Employees
2
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12901 SE 97TH AVE
SUITE 390
CLACKAMAS
OR 97015
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
503-636-2022

ReceiptFinancials

Total AUM
$144.1M
Accounts
352
Discretionary
$132.9M
Accounts
322
Non-Discretionary
$11.2M
Accounts
30

ContactClients

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Individual Clients
84
AUM
$27.9M
HNW Individual Clients
41
AUM
$114.8M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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