Overview
Assets Under Management: $3.0 billion
Headquarters: FOSTER CITY, CA
High-Net-Worth Clients: 675
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 675
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.87
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 3,384
Discretionary Accounts: 2,983
Non-Discretionary Accounts: 401
Regulatory Filings
CRD Number: 128586
Filing ID: 1988304
Last Filing Date: 2025-05-08 10:18:00
Website: https://summitry.com