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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-2009
- Office Locations
- 1
Office Locations
About Summa Global Advisors, LLC
Summa Global Advisors is an Oregon-based RIA providing financial & retirement planning and ongoing wealth management. The firm emphasizes a listening-led process and unbiased advice focused on long-term relationships. Investment work centers on asset allocation and risk management using ETFs, mutual funds and fixed income, with real estate solutions as needed. Custody commonly through Schwab and Fidelity/NFS.
Team overview
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Investment Themes
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Owner & Executives
VALERIE RUTH TUCKER
Advisor, Chief Compliance Officer
- CRD
- #6733356
- Ownership
- Less than 5%
WAI NGAN HENRY YU
MANAGING DIRECTOR, Portfolio Manager
- CRD
- #5194234
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,880,161 | $412,671 |
| Non-Discretionary | $11,243,237 | $374,775 |
| Total | $144,123,398 | $409,441 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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