Summitry, LLC - Investment Advisers

About Summitry, LLC

Summitry, LLC is an investment adviser headquartered in Foster City, California. Its registry data lists $3.35 billion in regulatory assets under management and 46 employees. The firm describes itself as an independent wealth management practice serving the Bay Area, offering personalized financial planning and investment strategies. It is one of the investment advisers in California in this directory. The firm places particular emphasis on equity compensation planning for professionals in Silicon Valley. Its stated services include planning around pre- and post-IPO liquidity, timing exercises with tax considerations in mind, and structured diversification of concentrated stock positions. These cover stock options, restricted stock units and employee stock purchase plans. Other offerings it lists include financial modeling, legacy planning, charitable giving strategies and managed overlay strategies. The firm says it supports several local causes as well as some charities abroad. Through a staff group called Summitry Cares, it donates a portion of its profits, matches employee donations and coordinates team volunteering. Its director of financial planning holds CFP, CFA and EA credentials. For comparison with other firms, see the directory of US investment advisers.

Key Facts

Assets Under Management

$3.35B

Employees

46

SEC File Number

801-62398