Summa Global Advisors

Investment Bank/Securities Brokerage - Clackamas, OR, US

Summa Global Advisors Employees

Henry Yu

Managing Member & Portfolio Manager

Contact Henry Yu

Valerie Wakefield

Assistant Portfolio Manager

Contact Valerie Wakefield

Rachel Wakefield

Partner

Contact Rachel Wakefield

Contact All Summa Global Advisors Employees

Summa Global Advisors Details

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.

Website: summaglobal.com

Employees: 5 - 9

HQ: 503-636-2022

Location: Clackamas, OR, US

Revenue: Not Available

Investment Management Financial Planning Wealth Preservation and Protection Investment Bank/Securities Brokerage Management Investment Open-ended

Summa Global Advisors Technologies

Captcha

reCAPTCHA

Email Providers

Outlook

Load Balancers

Apache

CMS

WordPress.org

Fonts

Google Font API

Analytics and Tracking

Google Analytics

View All Technologies Used At Summa Global Advisors

Similar companies to Summa Global Advisors

InvesTechs Coquest Advisors LLC CWC Advisors Irvington Capital Martin Capital Partners Tygh Capital Management Skyline Financial Northwest Peregrine Asset Advisers WealthFactor Erlandson Wealth Management Capitaleague Pilot Wealth Management Inc Ag Solutions Capital, LLC Stormlight Holdings LLC Washington Park Advisors Pacific Coast Investment Advisors LLC Sommers Financial Management Baker Ellis Asset Management Dühr Gruppe Woodbury-McCormick

Contacting Summa Global Advisors: Connect with Executives and Employees

Get in Touch with Summa Global Advisors Executives and Employees

Connecting with Summa Global Advisors's Executives and Workforce

Accessing Contact Information for Summa Global Advisors Executives

Connecting with Summa Global Advisors: Reach Out to Their Team

Discover How to Contact Summa Global Advisors Executives and Staff

Looking to connect with Summa Global Advisors executives or employees?

Seeking to Get in Touch with Summa Global Advisors Executives or Staff?

Want to Reach Out to Summa Global Advisors Executives or Team Members?

In Search of Contact Details for Summa Global Advisors Professionals?

Connecting with Summa Global Advisors: Contacting Executives and Staff

Browse companies

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z