Overview
Assets Under Management: $3.0 billion
Headquarters: FOSTER CITY, CA
High-Net-Worth Clients: 675
Average Client Assets: $4 million
Frequently Asked Questions
SUMMITRY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128586), SUMMITRY, LLC is subject to fiduciary duty under federal law.
SUMMITRY, LLC is headquartered in FOSTER CITY, CA.
SUMMITRY, LLC serves 675 high-net-worth clients according to their SEC filing dated May 08, 2025. View client details ↓
According to their SEC Form ADV, SUMMITRY, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SUMMITRY, LLC manages $3.0 billion in client assets according to their SEC filing dated May 08, 2025.
According to their SEC Form ADV, SUMMITRY, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
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