Summa Global Advisors is a company that operates in the financial services and wealth management industries. Established in 2008, the company's slogan "Wealth Redefined" encapsulates its mission to grow, preserve, and protect the wealth of its clients. Summa Global Advisors emphasizes its collaborative approach, working closely with each client and their advisors to develop personalized strategies and portfolios that align with their financial and life goals.
Summa Global Advisors
Wealth Redefined.
Founded 2008
United States
2 employees
Financial Services, Wealth Management
United States
2 employees
Financial Services, Wealth Management
General Information
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United States Market
Financial Services
About Summa Global Advisors
Taxonomy: Wealth Management, Investment Management, Financial Planning, Estate Planning, Charitable Strategies, Portfolio Customization, Wealth Preservation, Financial Goals, Life Goals, Financial Advisory, Asset Protection
No funding data available for Summa Global Advisors yet.
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Summa Global Advisors vs
Brand Asset Management Group
United States
A Mosaic of Financial Experts
22 employees
Finance, Financial Services
Summa Global Advisors vs
Summa Global Advisors vs
Brown Miller Wealth Management
United States
Discover. Design. Deliver. - Holistic wealth management & financial planning services based in the W...
9 employees
Financial Services, Wealth Management
FAQ About Summa Global Advisors
Wealth Redefined.
Summa Global Advisors was founded in 2008.
Summa Global Advisors is headquartered in United States.
Summa Global Advisors operates in the following industries: Financial Services, Wealth Management.
Summa Global Advisors has approximately 2 employees.
Top alternatives and competitors to Summa Global Advisors include Brand Asset Management Group, Shellman Wealth, Brown Miller Wealth Management, Cornerstone Financial Planning, LLC., Sherr Financial Associates (SFA). These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Summa Global Advisors and Brand Asset Management Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.
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