Updated:
Summa Global Advisors, LLC
Summa Global Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 148713, SEC file 801-71249), with its...
Overview
Summa Global Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 148713, SEC file 801-71249), with its main office in Clackamas, Oregon. Its Form ADV filed on 17 June 2026 reports $144.1M in regulatory assets under management across 352 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$144.1M regulatory AUM (Form ADV, June 2026)
Location
Region
North America
Country
United States
City
Clackamas
Corporate office
Clackamas, OR, United States
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Summa Global Advisors, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.