Summa Global Advisors
Investment Management, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance · 2 Employees
Phone Number: info@summaglobal.com
Email Address: info@summaglobal.com
- Overview
- Employees
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About
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
Year Founded
2008
Social Media
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Industry
Investment Management, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
12901 SE 97th Ave
Suite 390
Clackamas, OR 97015, US
Keywords
Investment ManagementFinancial PlanningEstate PlanningCharitable Strategiestax serviceswealth managementbrokerage and investmentassistant portfoliohiking and campingadviser services
Location
- 12901 SE 97th Ave Suite 390 Clackamas, OR 97015, US
Email Formats
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andywarhol@summaglobal.com
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awarhol@summaglobal.com
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andyw@summaglobal.com
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andy@summaglobal.com
last
warhol@summaglobal.com
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