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Summa Global Advisors, LLC
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Overview Share
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Clackamas, Oregon
$203.9 million AUM
1 office

Summa Global Advisors, LLC is based in Clackamas, Oregon and has $203.9 million in assets under management.

Location
12901 SE 97th Avenue
Suite 390
Clackamas, OR 97015
$203.9 million
AUM
4
Employees
AUM Share
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$203,930,812
Assets under management
369 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 113 $69,523,498 34% $615,252
High net worth individuals 13 $130,255,147 64% $10,019,627
Charitable organizations 5 $4,152,167 2% $830,433
Employees Share
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4
Employees
4
Investment analysts
100% of total employees
AUM per employee Share
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$203,930,812
Assets under management
$50,982,703
AUM per employee
$50,982,703
AUM per investment analyst
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Compensation

Summa Global Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Financial planning -- flat or hourly fees
Services offered

Summa Global Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 148,713
SEC number 801-71249
Legal structure Limited Liability Company
Legal governance Oregon, United States
Latest ADV filing date March 24, 2020

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Summa Global Advisors, LLC
Fund: $203,930,812