SUMMA GLOBAL ADVISORS, LLC
SEC file number 801-71249
· CLACKAMAS, OR
https://summahealth.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$138.9M
Discretionary AUM
$125.7M
Employees
2
Clients
—
Firm
- Address
- 12901 SE 97TH AVE
CLACKAMAS, OR 97015 - Phone
- —
- Website
- https://summahealth.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Lubell Global Advisors Ltd. Medium name-match confidence · CIK 2088373 · FL
-
Lubell Global Advisors Ltd. · D · Sep 26, 2025