Summa Corp.

Summa Corp. (CRD# 113091) is a financial advisory firm headquartered in Tomball, TX. They manage $361,619,046 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
25219 Kuykendahl Rd, Suite 260, Tomball, TX 77375
By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $6,457,483
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SD, TX

Financial Advisors at Summa Corp.
Showing 1 - 2 of 2 top financial advisors.
1
Maria Bernaldo De Quiros, financial advisor Tomball TX
Maria L. Bernaldo De Quiros
CRD#: 1793154
25219 Kuykendahl Rd, Suite 260, Tomball, TX 77375

Maria Bernaldo De Quiros (CRD# 1793154) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 36 years of experience in the finance industry.

2
Rodrigo De La Garza, financial advisor Tomball TX
Rodrigo G. De La Garza
CRD#: 2533089
25219 Kuykendahl Rd, Suite 260, Tomball, TX 77375

Rodrigo De La Garza (CRD# 2533089) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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