SUMMITRY, LLC of FOSTER CITY, CA is an SEC-registered investment adviser (CRD 128586). Regulatory assets under management: $3.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Colin Matthew Higgins | PRESIDENT, CEO | — |
| Jennifer Lynn Rouse | CHIEF COMPLIANCE OFFICER | — |
| RICH SANFORD ROBERT | CHIEF COMPLIANCE OFFICER | — |
| GOLUB MICHAEL MACARTHUR | CHAIRMAN & CEO | — |
| HIGGINS COLIN MATTHEW | CFO, COO; PRESIDENT, CEO; PRESIDENT, COO | — |
| GOLUB GREGORY SCOTT | BOARD MEMBER; SECRETARY | — |
| MARTIN JOSEPH A | CHIEF CLIENT EXPERIENCE OFFICER; DIRECTOR, PRIVATE CLIENT GROUP; VICE PRESIDENT | — |
| RICH TIMOTHY | CHIEF COMPLIANCE OFFICER | — |
| ROUSE JENNIFER LYNN | CHIEF COMPLIANCE OFFICER | — |
| HOEFER KURT | CHIEF COMPLIANCE OFFICER; CHIEF STRATEGY OFFICER; DIRECTOR OF BUSINESS DEVELOPMENT | — |
| SUBRAMANIAN ANUPAMA | CHIEF COMPLAINCE OFFICER | — |
| KATZ ALEX BARTH | CHIEF GROWTH OFFICER | — |
| Conor Patrick Wilkes | COO, CEO | — |
| Alex Barth Katz | PRESIDENT, CEO | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PASADENA | CA | 3 | (626) 844-7184 |
| — | — | 1 | 650-212-2240 |