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.
View Top Employees from Summa Global Advisors| Website | http://www.summaglobal.com |
| Revenue | $1 million |
| Employees | 4 (4 on RocketReach) |
| Founded | 2008 |
| Address | 12901 SE 97th Ave Suite 390, Clackamas, Oregon 97015, US |
| Phone | (503) 636-2022 |
| Fax | (503) 635-6473 |
| Technologies |
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| Industry | Investment Management, Finance General, Finance |
| Competitors | Attentive Investments, LLC, Constant Guidance Financial, Covenant Wealth Advisors, Pillar Wealth Management, Poulos Advisors, Inc. |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Summa Global Advisors Questions
The Summa Global Advisors annual revenue was $1 million in 2024.
Rachel Wakefield is the Partner of Summa Global Advisors.
4 people are employed at Summa Global Advisors.
Summa Global Advisors is based in Clackamas, Oregon.
The NAICS codes for Summa Global Advisors are [52, 52393, 5239, 523].
The SIC codes for Summa Global Advisors are [62, 628].
Top Summa Global Advisors Employees
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