David
Langhals

Summitry, LLC

CRD#6396223
Investment Advisor
in San Mateo, CA

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About this Advisor

David Langhals is a certified financial planner working out of San Mateo, California who has 2 years of industry experience. Langhals works at Summitry, LLC. Over the course of their career, Langhals has held roles at Ohio State University, Dept Of Psychology Osu, Rmg Financial, Tegrit, Cbiz Benefits And Insurance, Tesla Motor Company, Ameriprise Financial Services, Inc and Summitry, LLC. Langhals holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Summitry, LLC is a registered investment firm that has its headquarters in San Mateo, CA. It administers $2 billion in assets between its 3,120 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 13 charitable organizations. Of its 3,120 accounts, 60% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a broad range of services, including 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. Fees for financial management largely are based on the financial services. Fee types charged by Summitry, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

919 Hillsdale Blvd. Suite 150
San Mateo, CA 94404

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Summitry, LLC Brokerage Details

Total Assets Under Management

$1,988,683,899

CA Average: $7,578,581,321
Total Number of Employees

35

CA Average: 43
Total Number of Accounts

3,120

CA Average: 3,727
Average Account Size

$637,399

CA Average: $2,033,427

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

David Langhals Work History

David has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Summitry, LLC

2020 - 2021 (1 year)

Summitry, LLC

2016 - 2020 (4 years)

Ameriprise Financial Services, Inc

2014 - 2014 (< 1 year)

Cbiz Benefits And Insurance

2014 - 2016 (2 years)

Tesla Motor Company

2013 - 2013 (< 1 year)

Rmg Financial

2013 - 2014 (1 year)

Tegrit

2010 - 2013 (3 years)

Dept Of Psychology Osu

2009 - 2013 (4 years)

Ohio State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Langhals 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

Michael Kon
San Mateo, CA
Matthew Gordon
San Mateo, CA
Thao Pham
San Mateo, CA
Charles Angle
San Mateo, CA
Brandy Savage
San Mateo, CA
Alex Katz
San Mateo, CA
Thomas Guinane
San Mateo, CA
Alexander Leitzes
San Mateo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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