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SUMMITRY, LLC
CRD 128586 · SEC 801-62398
919 HILLSDALE BLVD., SUITE 150, FOSTER CITY, CA, 94404, United States
Phone
650-212-2240
Fax
650-212-2249
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.35B
Discretionary AUM
$3.35B
Team
46 total employees; 20 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 548 | $404.7M |
| High net worth individuals | 745 | $2.74B |
| Investment companies | 1 | $80.3M |
| Pension/profit sharing plans | 12 | $27.9M |
| Charitable organizations | 12 | $63.3M |
| Corporations/business entities | 9 | $30.7M |
States served
AZ, CA, ID, LA, MD, MA, NV, NJ, NY, NC, OR, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD