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
12901 Se 97th Ave, Suite 390, Clackamas, OR 97015
http://www.summaglobal.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, HI, OR, TX, WA

Financial Advisors at Summa Global Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Valerie Wakefield, financial advisor Clackamas OR
Valerie R. Wakefield
CRD#: 6733356
12901 Se 97th Ave, Suite 390, Clackamas, OR 97015

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, financial advisor Clackamas OR
Wai Ngan H. Yu
CRD#: 5194234
12901 Se 97th Ave, Suite 390, Clackamas, OR 97015

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.

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.

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