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).

By the Numbers
  • Total Assets Under Management
    1,989
    MILLION
  • Total Number of Accounts
    3,120
    ACCOUNTS
  • Average Account Value
    $637,399
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, ID, LA, MA, NC, NV, NY, OR, TN, TX, WA

Financial Advisors at Summitry, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Cynthia W. Duncan
CRD#: 2289370
919 Hillsdale Blvd., Suite 150, Foster City, CA 94404

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.

2
Emily K. Hazelroth
CRD#: 6249897
919 Hillsdale Blvd, Suite 150, Foster City, CA 94404

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.

3
Colin M. Higgins
CRD#: 2813293
1850 Gateway Drive, Suite 600, San Mateo, CA 94404

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.

4
Kurt Hoefer
CRD#: 1055179
1850 Gateway Drive, Suite 600, San Mateo, CA 94404

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.

5
Eric L. Jungling
CRD#: 4190007
919 Hillsdale Blvd., Suite 150, Foster City, CA 94404

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.

6
Alex B. Katz
CRD#: 2917866
1850 Gateway Drive, Suite 100, San Mateo, CA 94404

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.

7
David A. Langhals
CRD#: 6396223
919 Hillsdale Blvd., Suite 150, Foster City, CA 94404

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.

8
Alexander S. Leitzes
CRD#: 6169097
919 Hillsdale Blvd., Suite 150, Foster City, CA 94404

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.

9
Joseph A. Martin
CRD#: 3058406
1850 Gateway Drive, Suite 600, San Mateo, CA 94025

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.

10
Thao D. Pham
CRD#: 6339126
1850 Gateway Drive, Suite 100, San Mateo, CA 94404

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.

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