SUMMA CORP.

TOMBALL, Texas·2 registered advisors·CRD# 113091
SEC# 801-1079350281-362-9977
01

Firm Overview

AUM
$362M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at SUMMA CORP.

2 registered advisors
Maria Luisa Bernaldo De Quiros
TOMBALL, Texas
Rodrigo Gerardo De La Garza
TOMBALL, Texas
05

Office Locations

TOMBALL, Texas
2 advisors

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Data sourced from SEC Form ADV filings. SUMMA CORP. (CRD# 113091) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.