Dakota
Dakota
Book a Demo
Talk to an Expert

Summa Corp.

EST. AUM
$1,586,540,509

CONTACTS
1

CLIENT ACCOUNTS
88

Firm Details

Metro area Houston
CRD Number 113091
Website n
Client types

Overview

Summa is an RIA based in Tomball, north of Houston, providing investment advisory, family office and consulting services to individual and corporate clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy