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SUMMITRY, LLC
Tel: 650-212-2240
919 Hillsdale Blvd. Suite 150
Foster City, California 94404
SUMMITRY, LLC
SUMMITRY, LLC is a Foster City, California based financial advisory firm with nearly $2,450,702,244 in assets under management and provides investment advisory services for 1301 clients. There are currently 40 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM
Firm CRD#:
128586
SEC#:
801-62398
No. of Clients:
1301
Assets under Management
$2,450,702,244
No. of Advisors:
40
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