Summa Global Advisors, LLC
● SEC registered since 2010CRD 148713SEC# 801-71249Clackamas, OR
Reg. AUM
$144.1M
Employees
2
Accounts
352
Location
Clackamas, OR
Summa Global Advisors, LLC assets under management
Summa Global Advisors, LLC is an investment advisory firm registered with the SEC based in Clackamas, OR. The firm has been registered since 2010. It reports $144.1 million in regulatory assets under management and employs 2 people.
Summa Global Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Summa Global Holdings, Inc. Control | Owner | Over 75% | 2022 |
| Valerie Ruth Tucker Control | Chief Compliance Officer | Under 5% | 2024 |
| Wai Ngan Henry Yu Control | Managing Director | Under 5% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Summa Global Advisors, LLC manage?
Summa Global Advisors, LLC reports $144.1 million in regulatory assets under management on its Form ADV.
How many employees does Summa Global Advisors, LLC have?
Summa Global Advisors, LLC reports 2 employees.
Where is Summa Global Advisors, LLC located?
Summa Global Advisors, LLC is based in Clackamas, OR and has been SEC-registered since 2010.
Does Summa Global Advisors, LLC disclose fund performance?
Summa Global Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12901 SE 97th Ave, Suite 390, Clackamas, OR 97015 |
| Phone | 503-636-2022 |
| Fax | 503-908-6234 |
| Office hours | 7:30 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.1M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$144.1Mregulatory AUM
Discretionary $132.9MNon-discretionary $11.2M