Summa Global Advisors
www.summaglobal.comOur mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial and life goals.
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Our mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial and life goals.
Read more
Country
State
Oregon
Employees
1-10
Founded
2008
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Managing Director
Email ****** @****.comPhone (***) ****-****Managing Pasrtner
Email ****** @****.comPhone (***) ****-****Managing Member and Portfolio Manager
Email ****** @****.comPhone (***) ****-****Assistant Portfolio Manager
Email ****** @****.comPhone (***) ****-****
Technologies
(13)
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United States
Financial Services
