Summa Global Advisors LLC

Summa Global Advisors LLC, legally known as SUMMA GLOBAL ADVISORS, LLC, is an Oregon based limited liability company with a team of four employees, all of whom are in advisory positions. Founded in 2010, the firm's current SEC status is approved. While the number of clients served remains unknown, Summa Global Advisors LLC continues to offer financial advisory services to clients seeking guidance and expertise.

• LP LG LLC

  MEMBER owns more than 25% but less than 50%

• RACHEL JEAN WAKEFIELD

  CHIEF COMPLIANCE OFFICER/MANAGING MEMBER owns less than 5%

• WAI NGAN YU

  MANAGING MEMBER owns less than 5%

• WAKEFIELD INVESTMENTS, LLC

  MEMBER owns more than 50% but less than 75%

• True North Retirement Advisors LLC