Cynthia
Duncan
Summitry, LLC
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About this Advisor
Cynthia Duncan is a financial advisor based in San Mateo, California, working with Summitry, LLC. Cynthia has previously held a position at Golub Group. Cynthia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Cynthia is part of Summitry, LLC, which operates out of San Mateo, California. The firm has 40 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Summitry, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summitry, LLC Brokerage Details
$2,450,702,244
40
1,301
$1,883,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cynthia Duncan Work History
Golub Group
Disclosures
Please visit the SEC profile of Cynthia Duncan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summitry, LLC
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
San Mateo, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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