Summa Capital Management LLC
Summa Capital Management LLC (CRD# 139984) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $35,551,944 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts85ACCOUNTS
Average Account Value$418,258
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Brian Schaffield (CRD# 1905309) is an Investment Advisor Representative working at Summa Capital Management LLC in Santa Barbara, CA and has over 12 years of experience in the finance industry.