Summa Corp. (CRD# 113091) is a financial advisory firm headquartered in Tomball, TX. They manage $104,684,708 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management105MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$4,187,388
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
Maria Bernaldo De Quiros (CRD# 1793154) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 30 years of experience in the finance industry.