SUMMA GLOBAL ADVISORS, LLC of CLACKAMAS, OR is an SEC-registered investment adviser (CRD 148713). Regulatory assets under management: $144.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Wai Ngan Henry Yu | MANAGING DIRECTOR; PRESIDENT | — |
| Valerie Ruth Wakefield | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY | — |
| JOHNSON ROGER LANE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; CHIEF COMPLIANCE OFFICER/PRINCIPAL (+1 more) | — |
| WAKEFIELD RACHEL JEAN | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; MANAGING MEMBER; OWNER; PRESIDENT (+3 more) | — |
| YU WAI NGAN | MEMBER; SOLE MEMBER | — |
| YU WAI NGAN HENRY | MANAGING DIRECTOR; MANAGING MEMBER; PRESIDENT (+3 more) | — |
| Wakefield Valerie Ruth | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY | — |
| Valerie Ruth Tucker | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY | — |