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Summa Global Advisors Logo
Summa Global Advisors CB Rank
1595677
Heat Score
60
Summa Global Advisors specializes in financial, estate, and retirement planning along with risk, investment, and wealth management services.
Founded
obfuscation
Private Clackamas, Oregon, United States1-10 www.summaglobal.com
Advice
Financial Services
Retirement
Risk Management
Wealth Management
Overview

Summa Global Advisors
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Summa Global Advisors

CB Rank
1595677
Summa Global Advisors specializes in financial, estate, and retirement planning along with risk, investment, and wealth management services.
Founded
obfuscation
Private Clackamas, Oregon, United States1-10 www.summaglobal.com
Advice
Financial Services
Retirement
Risk Management
Wealth Management

Details

Legal Name Summa Global Advisors, LLC
Also Known As SGA
Operating Status Active
Company Type For Profit
Phone Number +1-503-636-2022
Contact Email info@summaglobal.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 7
News
Technology
View Tech Report

IT Spend

$71.8KThis year, Summa Global Advisors is projected to spend $71.8K on IT, according to Aberdeen.

Active Website Tech Count

9Summa Global Advisors is actively using 9 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is Summa Global Advisors's headquarters? Summa Global Advisors is located in Clackamas, Oregon, United States.Who are Summa Global Advisors's competitors? Alternatives and possible competitors to Summa Global Advisors may include HighTower Advisors, Wealth Enhancement Group, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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