Summitry, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

128586

SEC number

801-62398

Firm type

RIA

Assets under management

$3.4B as of Jun 30, 2026

Website

www.summitry.com ↗

Phone

650-212-2240

Address

919 Hillsdale Blvd., Foster City, CA, 94404

Advisors at this firm

28 in our index · page 1 of 1

• William BergCRD 7538429 · Foster City, CA
  IA Registered
• Shantaya CowanCRD 7614668 · Foster City, CA
  IA RegisteredRegistration inactive
• Cynthia Wallace DuncanCRD 2289370 · Foster City, CA
  IA Registered
• Thomas Emmett GuinaneCRD 6272888 · Foster City, CA
  IA Registered
• Robert Clifton HammackCRD 5481216 · Foster City, CA
  IA RegisteredRegistration inactive
• Colin Matthew HigginsCRD 2813293 · San Mateo, CA
  IA Registered
• Kurt HoeferCRD 1055179 · San Mateo, CA
  IA Registered
• Emily Kathryn HazelrothCRD 6249897 · Foster City, CA
  IA RegisteredRegistration inactive
• Eric Lee JunglingCRD 4190007 · Foster City, CA
  IA Registered
• Alex Barth KatzCRD 2917866 · San Mateo, CA
  IA Registered
• Michael KonCRD 5085888 · San Mateo, CA
  IA Registered
• Jacob Maxwell KarkCRD 6972969 · Foster City, CA
  IA RegisteredRegistration inactive
• Alexander Scott LeitzesCRD 6169097 · Foster City, CA
  IA RegisteredRegistration inactive
• Joseph A MartinCRD 3058406 · San Mateo, CA
  IA Registered
• Mary Lao MirandaCRD 8054118 · Foster City, CA
  IA Registered
• Christopher Dalmar MoodyCRD 5833977 · Foster City, CA
  IA Registered
• Tyler PattersonCRD 6654179 · Foster City, CA
  IA RegisteredRegistration inactive
• Thao Da PhamCRD 6339126 · San Mateo, CA
  IA RegisteredRegistration inactive
• Lori Delynn RussellCRD 5947659 · Pasadena, CA
  IA RegisteredRegistration inactive
• John Donovan StannardCRD 7839341 · Foster City, CA
  IA Registered
• Claire Michelle ShifrenCRD 6586912 · Portland, OR
  IA Registered
• Daniel Spector-FransonCRD 7140916 · Foster City, CA
  IA RegisteredRegistration inactive
• Alexander A TranCRD 6122936 · Pasadena, CA
  IA RegisteredRegistration inactive
• Archana Ravindra TuragaCRD 6578008 · Foster City, CA
  IA Registered
• Allison Meili UozumiCRD 8172556 · Foster City, CA
  IA Registered
• Kenneth Marvin Vander KooiCRD 2927188 · Foster City, CA
  IA Registered
• James Michael VandevoordeCRD 2430153 · Pasadena, CA
  IA Registered
• Jack Shujie ZhaoCRD 7954175 · Foster City, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.