Summitry, LLC
Summitry, LLC (CRD# 128586) is a financial advisory firm headquartered in Foster City, CA. They manage $1,988,683,899 in 3,120 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management1,989MILLION
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Total Number of Accounts3,120ACCOUNTS
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Average Account Value$637,399
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, LA, MA, NC, NV, NY, OR, TN, TX, WA
Cynthia Duncan (CRD# 2289370) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 30 years of experience in the finance industry.
Emily Hazelroth (CRD# 6249897) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 10 years of experience in the finance industry. Emily Hazelroth 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.
Colin Higgins (CRD# 2813293) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 27 years of experience in the finance industry.
Kurt Hoefer (CRD# 1055179) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 28 years of experience in the finance industry.
Eric Jungling (CRD# 4190007) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 21 years of experience in the finance industry.
Alex Katz (CRD# 2917866) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 11 years of experience in the finance industry.
David Langhals (CRD# 6396223) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 7 years of experience in the finance industry. David Langhals 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.
Alexander Leitzes (CRD# 6169097) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 10 years of experience in the finance industry.
Joseph Martin (CRD# 3058406) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.
Thao Pham (CRD# 6339126) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 8 years of experience in the finance industry. Thao Pham 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.