SUMMA GLOBAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$144,123,398
Discretionary
$132,880,161
Non-discretionary
$11,243,237
Firm details
- CRD number
- 148713
- SEC file number
- 801-71249
- Main office
- CLACKAMAS, OR, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.