SUMMA GLOBAL ADVISORS, LLC

CLACKAMAS, Oregon·3 registered advisors·CRD# 148713
SEC# 801-712490503-636-2022
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: FINANCIAL PLANNING -- FLAT OR HOURLY FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUMMA GLOBAL ADVISORS, LLC

3 registered advisors
Rachel Jean Wakefield
CLACKAMAS, Oregon
Valerie Ruth Wakefield
CLACKAMAS, Oregon
Wai Ngan Henry Yu
CLACKAMAS, Oregon
05

Office Locations

CLACKAMAS, Oregon
3 advisors

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Data sourced from SEC Form ADV filings. SUMMA GLOBAL ADVISORS, LLC (CRD# 148713) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.