Summa Corp.
Summa Corp. (CRD# 113091) is a financial advisory firm headquartered in Tomball, TX. They manage $361,619,046 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management362MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$6,457,483
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SD, TX
Financial Advisors at Summa Corp.
1
Maria Bernaldo De Quiros (CRD# 1793154) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 36 years of experience in the finance industry.
2
Rodrigo De La Garza (CRD# 2533089) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 29 years of experience in the finance industry.
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