SUMMITRY, LLC

FOSTER CITY, California·6 registered advisors·CRD# 128586
SEC# 801-623980650-212-2240
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at SUMMITRY, LLC

6 registered advisors
Alex Barth Katz
FOSTER CITY, California
Colin Matthew Higgins
FOSTER CITY, California
Jennifer Lynn Rouse
FOSTER CITY, California
Joseph A Martin
FOSTER CITY, California
Kurt Hoefer
FOSTER CITY, California
Michael Macarthur Golub
SAN MATEO, California
05

Office Locations

FOSTER CITY, California
5 advisors
SAN MATEO, California
1 advisor

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Data sourced from SEC Form ADV filings. SUMMITRY, LLC (CRD# 128586) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.