Summitry
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
919 E Hillsdale Blvd Ste 150, Foster Cit...Phone Number
(650) 212-2240Website
www.summitry.comRevenue
$6.7 MillionIndustry
About Summitry
Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. The company helps grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has over $1.7 billion in assets under management, a size large enough to possess highly-sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. Summitry offers a range of services, including personalized financial planning, retirement planning, estate and trust planning, California tax strategies, charitable gift planning, fiduciary support, equity compensation and benefits advice to executives, asset management, and customized investment strategies. Summitry has its sights set on becoming the most admired firm in the marketplace and the most admired woRead more
Summitry Org Chart
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Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. The company helps grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has over $1.7 billion in assets under management, a size large enough to possess highly-sophist... Read More
