SUMMITRY, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,350,458,062
Discretionary
$3,350,228,454
Non-discretionary
$229,608
Firm details
- CRD number
- 128586
- SEC file number
- 801-62398
- Main office
- FOSTER CITY, CA, United States
- Employees
- 46
- SEC status
- Approved
- Website
- HTTP://WWW.SUMMITRY.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.