SUMMITRY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.35B |
| Discretionary | $3.35B100% of AUM |
| Non-Discretionary | $230K |
| Client Accounts | 4,031 |
| Avg Account Size | $831K |
| Employees | 46 |
| Peak AUM | $3.35BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.4B | +11.4% | +17.9% | +11.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.35B |
| Discretionary | $3.35B |
| Employees | 46 |
| Client Accounts | 4031 |
| Client Range | 26-50 |
Contact & Location
Address
919 HILLSDALE BLVD.
FOSTER CITY CA 94404
Phone
650-212-2240
Filing History
66 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.4B
100.0% of AUM
Non-Discretionary
$229,608
0.0% of AUM
Disc. mix ▲ 5.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser