Summa Global Advisors Revenue

Investment Management • Sunnyside, Oregon, United States • 1-10 Employees

Summa Global Advisors revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Summa Global Advisors

Henry Yu Cfp Aep Tpcptm

Managing Director

Company overview

Headquarters	12901 SE 97th Ave, Suite 390, Clackamas, OR 97015, US
Phone number	+15036362022
Website	summaglobal.com
NAICS	5231
SIC	628
Keywords	Financial Planning, Estate Planning, Investment Management, Charitable Strategies
Founded	2008
Employees	1-10
Socials

Summa Global Advisors Email Formats

Summa Global Advisors uses 2 email formats. The most common is {first initial} (e.g., j@summaglobal.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@summaglobal.com	100%

About Summa Global Advisors

Our mission is to grow, preserve and protect the wealth of our clients. We work closely with each client and their other advisors to develop strategies and customize portfolios that will serve as a blueprint toward achieving their financial and life goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Summa Global Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Summa Global Advisors has never raised funding before.

Summa Global Advisors Tech Stack

Discover the technologies and tools that power Summa Global Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery

JavaScript libraries

AddToAny Share Buttons

WordPress plugins

GoDaddy

Hosting

MySQL

Databases

Lightbox

JavaScript libraries

prettyPhoto

JavaScript libraries

PHP

Programming languages

Nginx

Reverse proxies

WordPress

Blogs

AddToAny

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Google Analytics

Analytics

Frequently asked questions

Summa Global Advisors is located in Sunnyside, Oregon, US.

You can reach Summa Global Advisors at +15036362022.

Summa Global Advisors generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Summa Global Advisors has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summa Global Advisors was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Summa Global Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summa Global Advisors

Henry Yu Cfp Aep Tpcptm

Managing Director

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