Summa Global Advisors
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
12901 SE 97th Ave Ste 390, Clackamas, Or...Phone Number
(503) 636-2022Website
www.summaglobal.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1
About Summa Global Advisors
Summa Global Advisors offers comprehensive financial and retirement planning services, investment management, and wealth management tailored to individual client needs. They focus on building long-term relationships by understanding clients' concerns and providing honest, unbiased advice. The firm aims to simplify the investment process and help clients navigate their financial journeys with confidence. Located in Clackamas, Oregon, they cater to clients seeking personalized financial guidance and support.Explore more
Summa Global Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Summa Global Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Summa Global Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summa Global Advisors.
Summa Global Advisors Tech Stack
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Summa Global Advisors offers comprehensive financial and retirement planning services, investment management, and wealth management tailored to individual client needs. They focus on building long-term relationships by understanding clients' concerns and providing honest, unbiased advice. The firm aims to simplify the investment process and help cl... Read More
