Summa Capital Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1129 State St Ste 29, Santa Barbara, Cal...Phone Number
(805) 284-9910Website
www.summacapitalmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
1
1
About Summa Capital Management
Summa Capital Management is a premier financial advisory firm based in Santa Barbara and Goleta, providing family financial planning, investment management, and fiduciary services since 2006. The company specializes in personalized investment guidance, retirement planning, and estate planning, catering to families and individuals throughout Santa Barbara County. As an independent registered investment advisor, Summa Capital Management prioritizes the financial interests of its clients, ensuring a fiduciary responsibility without selling products or receiving commissions. Their comprehensive investment management services include tailored portfolios, tax planning, and ongoing client support, making them a trusted partner for achieving long-term financial goals.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Summa Capital Management
<$5M
1-10
Private
-
2006
N/A
Company Profile Activity
Activity Insights
Summa Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Summa Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summa Capital Management.
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Summa Capital Management is a premier financial advisory firm based in Santa Barbara and Goleta, providing family financial planning, investment management, and fiduciary services since 2006. The company specializes in personalized investment guidance, retirement planning, and estate planning, catering to families and individuals throughout Santa B... Read More
