Summation Capital Management, LLC

Summation Capital Management, LLC (CRD# 282247) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
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.

CA

Financial Advisors at Summation Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ian D. Hamilton
CRD#: 5522619
301 Battery Street, 2nd Floor, San Francisco, CA 94111
87
Wealthminder
score

Ian Hamilton (CRD# 5522619) is an Investment Advisor Representative working at Summation Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

2
Guy K. Leung
CRD#: 2325133
301 Battery Street, 2nd Floor, San Francisco, CA 94111
87
Wealthminder
score

Guy Leung (CRD# 2325133) is an Investment Advisor Representative working at Summation Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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