KH
Kurt Hoefer
from Summitry, LLC
Kurt Hoefer is a financial advisor based in California, Foster City,
with 29 years of experience. Kurt currently works for
Summitry, LLC.
Kurt maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kurt Hoefer works at Summitry, LLC
Summitry, LLC is a financial advisory firm based in Foster City, California. It currently has approximately $1,867,998,463 of assets under management and employs about 35 people. Summitry, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
2 years
Fee structure
and a percentage of assets under your management
Office location
919 Hillsdale Blvd., Suite 150, Foster City, California, 94404
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