Allen Sumida
Allen Sumida (CRD# 135937) is a financial advisory firm headquartered in Cupertino, CA. They manage $7,045,450 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts58ACCOUNTS
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Average Account Value$121,473
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Allen Sumida
No Advisor Found.
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