SUMMA CORP.

Tel: 281-362-9977

25219 Kuykendahl Rd
Suite 260
Tomball, Texas 77375

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SUMMA CORP.

SUMMA CORP. is a Tomball, Texas based financial advisory firm with nearly $458,891,810 in assets under management and provides investment advisory services for 66 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (INVESTMENT ADVISORY SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

113091

SEC#:

801-107935

No. of Clients:

Assets under Management

$458,891,810

No. of Advisors:

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SUMMA CORP.

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SUMMA CORP.

General Information

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