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Rodrigo Gerardo De La Garza

SUMMA CORP.·TOMBALL, Texas
Clean recordSUMMA CORP.
25219 KUYKENDAHL RD, TOMBALL, TX 77375CRD# 2533089Firm CRD# 113091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rodrigo Gerardo De La Garza · TOMBALL, TX
Registration
CRD #2533089 · SUMMA CORP.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rodrigo Gerardo De La Garza is a registered financial advisor based in TOMBALL, Texas, affiliated with SUMMA CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SUMMA CORP.
SUMMA CORP.
AUM
$362M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SUMMA CORP. →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2533089
Firm CRD# 113091
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rodrigo Gerardo De La Garza offer?
Rodrigo Gerardo De La Garza specializes in Investment Management. Contact their office in TOMBALL, Texas for a consultation.
What are Rodrigo Gerardo De La Garza's credentials?
Rodrigo Gerardo De La Garza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rodrigo Gerardo De La Garza located?
Rodrigo Gerardo De La Garza is based in TOMBALL, Texas, working with SUMMA CORP.. Their office serves clients in the TOMBALL metropolitan area and surrounding communities.
How does Rodrigo Gerardo De La Garza charge for services?
Rodrigo Gerardo De La Garza's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMA CORP.?
SUMMA CORP. has approximately 2 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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