Top financial advisors in Tomball, TX
We’ve curated a list of the best financial advisors in Tomball, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$189,668,063
Number of advisors
2 advisors
| $189,668,063 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Tomball, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tomball. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Summa Corp.
Summa Corp. is a federally registered investment adviser established in January 2001, owned by Maria Luisa Bernaldo de Quiroz. The firm offers investment advice, supervisory services, consulting, and family office services, managing assets on both discretionary and non-discretionary bases. Summa provides tailored services and allows clients to impose restrictions in writing. The firm's advisory fees are based on a percentage of assets under management, with different rates for equity, balanced, and fixed income accounts. Summa does not charge performance-based fees or engage in side-by-side management. The firm's investment strategies focus on long-term capital preservation and positive absolute returns, utilizing fundamental analysis and diversification across various securities. Summa discloses potential investment risks, including credit, counter-party, currency, and equity risks, among others. The firm does not vote on client securities proxies and has a Business Continuity Plan in place to address potential disruptions. Summa does not receive compensation for client referrals and does not vote on client securities proxies. Clients receive quarterly statements from the custodian holding their investment assets. Summa exercises investment discretion in accordance with client objectives and limitations. Summa has no disciplinary history, financial conditions impairing client commitments, or bankruptcy proceedings.
$189,668,063 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersInvestment Advisory Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Tomball, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tomball. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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