Summa Global Advisors, LLC
Summa Global Advisors, LLC (CRD# 148713) is a financial advisory firm headquartered in Clackamas, OR. They manage $138,850,787 in 353 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management139MILLION
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Total Number of Accounts353ACCOUNTS
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Average Account Value$393,345
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI, OR, TX, WA
Financial Advisors at Summa Global Advisors, LLC
1
Valerie Wakefield (CRD# 6733356) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 7 years of experience in the finance industry.
2
Wai Ngan Yu (CRD# 5194234) is an Investment Advisor Representative working at Summa Global Advisors, LLC in Clackamas, OR and has over 17 years of experience in the finance industry.
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