Unclaimed Profile

Kurt Hoefer

SUMMITRY, LLC·FOSTER CITY, California

Series 7, Series 24, Series 63Clean record24 years registeredSUMMITRY, LLC

919 HILLSDALE BLVD., FOSTER CITY, CA 94404CRD# 1055179Firm CRD# 128586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt Hoefer · FOSTER CITY, CA

Registration

CRD #1055179 · SUMMITRY, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SUMMITRY, LLC

May 2006 – present

HOEFER CAPITAL MANAGEMENT, LLC

Jun 2002 – Dec 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · June 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMITRY, LLC

CRD 128586 · SEC 801-62398

AUM

$2.5B

Regulatory assets under management

Employees

1,301 client accounts

Services offered by SUMMITRY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at SUMMITRY, LLC →

Introduction

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Frequently Asked Questions

What services does Kurt Hoefer offer?

Kurt Hoefer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FOSTER CITY, California for a consultation.

What are Kurt Hoefer's credentials?

Kurt Hoefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Hoefer located?

Kurt Hoefer is based in FOSTER CITY, California, working with SUMMITRY, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.

How does Kurt Hoefer charge for services?

Kurt Hoefer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMITRY, LLC?

SUMMITRY, LLC has approximately 40 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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