Summitry, LLC
Firm details
- Headquarters
- Foster City, California
- CRD number
- 128586
- Registered since
- September 26, 2003
- Website
- summitry.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.88%
- Individuals12.08%
- Investment Companies2.4%
- Charitable Organizations1.89%
- Corporations / Businesses0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Summitry, LLC operates as an independent registered investment adviser and has been SEC-registered since 2003. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a capital allocator that combines in-house portfolio management with the selection and oversight of third-party managers. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Summitry is not an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents9%
- State & Local Bonds8%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$384M in ETFs
67%
$256M
0%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU) | BlackRock | Passive | Target Maturity | $46.8M | 2,022,397 | 12.20% |
Location
Foster City, CA
San Mateo
Location
Foster City, CA
Headquartered in Foster City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 919 E Hillsdale Blvd
- Time zone
- PT (UTC-8)
- Office locations
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