Summa Corp.

Summa Corp. (CRD# 113091) is a financial advisory firm headquartered in Tomball, TX. They manage $121,115,762 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $4,037,192
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Summa Corp.
Showing 1 - 1 of 1 top financial advisors.
1
Maria L. Bernaldo De Quiros
CRD#: 1793154
25219 Kuykendahl Rd, Suite 260, Tomball, TX 77375
93
Wealthminder
score

Maria Bernaldo De Quiros (CRD# 1793154) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 28 years of experience in the finance industry.

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