Summa Global Advisors, LLC

Summa Global Advisors, LLC (CRD# 148713) is a financial advisory firm headquartered in Clackamas, OR. They manage $104,488,600 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $710,807
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

OR, WA

Financial Advisors at Summa Global Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rachel J. Wakefield
CRD#: 2159763
12901 Se 97th Ave, Suite 390, Clackamas, OR 97015
96
Wealthminder
score

Rachel Wakefield (CRD# 2159763) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 24 years of experience in the finance industry.

2
Wai Ngan H. Yu
CRD#: 5194234
12901 Se 97th Ave, Suite 390, Clackamas, OR 97015
96
Wealthminder
score

Wai Ngan Yu (CRD# 5194234) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 10 years of experience in the finance industry. Wai Ngan Yu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Roger L. Johnson
CRD#: 260212
12901 Se 97th Ave, Suite 390, Clackamas, OR 97015
93
Wealthminder
score

Roger Johnson (CRD# 260212) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.