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Summa Global Advisors

Summa Global Advisors specializes in Finance, Funds and Trusts with 2 employees
Phone Number: 15036362022
Email Address: summaglobaladvisors@summaglobal.com
  • Overview
  • Org Chart
  • Employees
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About Summa Global Advisors

Summa Global Advisors is founded in 2008, operates from its headquarter in 12901 SE 97th Ave Suite 390 Clackamas, OR 97015, US. The company operates in the Finance, Funds and Trusts sector.

Summa Global Advisors specializes in Wealth management, Portfolio customization, Financial goal achievement strategies, and offers services including Customized investment portfolios, Financial strategy development.

Website
http://www.summaglobal.com
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Primary Industry
Finance, Funds and Trusts
HQ Location
12901 SE 97th Ave Suite 390 Clackamas, OR 97015, US
Expertise
Wealth managementPortfolio customizationFinancial goal achievement strategies
Solutions
Customized investment portfoliosFinancial strategy development
Keywords
Wealth ManagementFinancial PlanningPortfolio ManagementInvestment AdvisoryAsset ManagementEstate PlanningRetirement PlanningInvestment StrategiesFinancial AdvisoryWealth Preservation

Summa Global Advisors Org Chart

Summa Global Advisors management team includes Valerie Wakefield(Chief Compliance Officer), Rachel Wakefield(Partner)
Top Executives
2 members
VW
Valerie WakefieldChief Compliance Officer at Summa Global Advisors
View Profile
RW
Rachel WakefieldPartner at Summa Global Advisors
View Profile
Operations
1 members
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Summa Global Advisors Email Formats

Summa Global Advisors uses at least 1 email formats , the most popular Summa Global Advisors’s email format is first_initiallast (ex. first_initiallast@summaglobal.com), used by 100.0% of Summa Global Advisors work email addresses.
FormatExamplesPercentage
first_initiallast
first_initiallast@summaglobal.com
100.0%
Get Verified Emails for 7 Summa Global Advisors Employees

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