Overview

Summa Global Advisors

Information by Research Trustfinance

https://summaglobal.com/

Founded in 2008, Summa Global Advisors is a U.S. Securities and Exchange Commission (SEC) registered investment advisory firm that provides comprehensive wealth management and investment advisory services. The firm focuses on creating customized investment strategies through rigorous analysis and a disciplined approach to asset allocation and risk management. Their mission is to preserve and grow their clients' capital by offering objective, independent advice and access to a global range of investment opportunities.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service