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

Valerie WakefieldChief Compliance Officer at Summa Global Advisors

Email Adress Phone Number

Rachel WakefieldPartner at Summa Global Advisors

Email Adress Phone Number

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

Summa Global Advisors Employees

Valerie WakefieldChief Compliance Officer at Summa Global Advisors

Email Adress Phone Number

Rachel WakefieldPartner at Summa Global Advisors

Email Adress Phone Number

Henry YuManaging Director at Summa Global Advisors

Email Adress Phone Number

Jessie KlineOffice Manager at Summa Global Advisors

Email Adress Phone Number

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