Company Overview
- Headquarters
- 12901 SE 97th Ave, Suite 390, Clackamas OR
- Website
- summaglobal.com
- Phone
- (503) 636-2022
- Employees
- 4
- Founded it
- 2008
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Summa Global Advisors
Summa Global Advisors is a privately held investment management firm based in Clackamas, Oregon. The company is small, with a team of five employees. Summa Global Advisors generated an estimated revenue of $2.5 million. Summa Global Advisors focuses on helping clients grow, preserve, and protect their wealth. They work collaboratively with each client and their existing advisors to create personalized investment strategies and portfolios designed to achieve their financial and personal objectives. Summa Global Advisors distinguishes itself by offering personalized, tailored financial strategies. They prioritize a collaborative approach, working closely with clients and their other advisors to ensure comprehensive financial planning. You can learn more about Summa Global Advisors and their services by visiting their website at summaglobal.com.
Company Leadership
Summa Global Advisors Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 4 | |||
| 3M | 9 | |||
| 3M | 3 | 2016 | ||
| 3M | 55 | Drummondville, MD | 2007 | |
| 3M | 3 | New York, NY |