Summitry, LLC

Summitry, LLC (CRD# 128586) is a financial advisory firm headquartered in Foster City, CA. They manage $2,450,702,244 in 1,301 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
919 Hillsdale Blvd., Suite 150, Foster City, CA 94404
http://www.summitry.com
By the Numbers
  • Total Assets Under Management
    2,451
    MILLION
  • Total Number of Accounts
    1,301
    ACCOUNTS
  • Average Account Value
    $1,883,707
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, CO, FL, HI, ID, LA, MA, NC, NV, NY, OR, TN, TX, WA

Financial Advisors at Summitry, LLC
Showing 11 - 14 of 14 top financial advisors.
11
Claire Shifren, financial advisor Foster City CA
Claire M. Shifren
CRD#: 6586912
919 Hillsdale Blvd., Suite 150, Foster City, CA 94404

Claire Shifren (CRD# 6586912) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has 1 year of experience in the finance industry.

12
Matthew Gordon, financial advisor San Mateo CA
Matthew Gordon
CRD#: 6584000
1850 Gateway Drive, Suite 100, San Mateo, CA 94404

Matthew Gordon (CRD# 6584000) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has 1 year of experience in the finance industry.

13
Michael Kon, financial advisor San Mateo CA
Michael Kon
CRD#: 5085888
1850 Gateway Drive, Suite 100, San Mateo, CA 94404

Michael Kon (CRD# 5085888) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has 1 year of experience in the finance industry.

14
Carissa Yen, financial advisor Foster City CA
Carissa N. Yen
CRD#: 7675335
919 Hillsdale Blvd., Suite 150, Foster City, CA 94404

Carissa Yen (CRD# 7675335) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has 1 year of experience in the finance industry.

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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.

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