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SUMMA GLOBAL ADVISORS, LLC
CRD 148713 · SEC 801-71249
12901 SE 97TH AVE, SUITE 390, CLACKAMAS, OR, 97015, United States
Phone
503-636-2022
Fax
503-908-6234
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.1M
Discretionary AUM
$132.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $27.9M |
| High net worth individuals | 41 | $114.8M |
States served
CA, NY, OR, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD