Summitry, LLC
Summitry, LLC (CRD# 128586) is a financial advisory firm headquartered in Foster City, CA. They manage $2,450,702,244 in 1,301 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management2,451MILLION
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Total Number of Accounts1,301ACCOUNTS
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Average Account Value$1,883,707
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, ID, LA, MA, NC, NV, NY, OR, TN, TX, WA
Cynthia Duncan (CRD# 2289370) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 30 years of experience in the finance industry.
Emily Hazelroth (CRD# 6249897) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 10 years of experience in the finance industry.
Colin Higgins (CRD# 2813293) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 27 years of experience in the finance industry.
Kurt Hoefer (CRD# 1055179) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 28 years of experience in the finance industry.
Eric Jungling (CRD# 4190007) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 21 years of experience in the finance industry.
Alex Katz (CRD# 2917866) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 12 years of experience in the finance industry.
David Langhals (CRD# 6396223) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 7 years of experience in the finance industry.
Alexander Leitzes (CRD# 6169097) is an Investment Advisor Representative working at Summitry, LLC in Foster City, CA and has over 10 years of experience in the finance industry.
Joseph Martin (CRD# 3058406) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.
Thao Pham (CRD# 6339126) is an Investment Advisor Representative working at Summitry, LLC in San Mateo, CA and has over 8 years of experience in the finance industry.