SUMMA CORP. of TOMBALL, TX is an SEC-registered investment adviser (CRD 113091). Regulatory assets under management: $587.2M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Maria Luisa Bernaldo De Quiros | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT, DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| Rodrigo Gerardo De La Garza | DIRECTOR AND SECRETARY; DIRECTOR / SECRETARY | — |
| BERNALDO DE QUIROS MARIA LUISA | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| GONZALEZ-PACHECO MARIA LUISA | SHAREHOLDER | — |
| VAZQUEZ LEOPOLDO | SECRETARY | — |
| DE LA GARZA RODRIGO GERARDO | DIRECTOR / SECRETARY | — |
| Alonso Valenzuela Del Rio | OWNER | — |