| Name | Title | Ownership | Since |
|---|---|---|---|
| Maria Luisa Bernaldo De Quiros Control | President/Chief Compliance Officer | Over 75% | 2001 |
| Rodrigo Gerardo De La Garza | Director / Secretary | Under 5% | 2020 |
Summa Corp. reports $458.9 million in regulatory assets under management on its Form ADV.
Summa Corp. reports 2 employees.
Summa Corp. is based in Tomball, TX and has been SEC-registered since 2016.
Summa Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 25219 Kuykendahl Rd, Suite 260, Tomball, TX 77375 |
| Phone | 281-362-9977 |
| Fax | 281-681-3148 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $348.2M |
| Non-discretionary | $110.7M |
| Total (RAUM) | $458.9M |