Kurt
Hoefer

Summitry, LLC

CRD#1055179
Investment Advisor
in San Mateo, CA

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About this Advisor

Kurt Hoefer is a chartered financial analyst working in San Mateo, California who has 14 years of industry experience. Hoefer works at Summitry, LLC. They have worked at Summitry, Llc for their entire career. Hoefer maintains a Series 63 license, designating them as a securities broker, and is approved to serve investors in California and Texas. Summitry, LLC is a financial advisory firm operating out of San Mateo, CA. It has $2 billion in assets among its 3,120 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 3,120 accounts, 60% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a broad set of services, such as 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. Financial management fee schedules typically are based on which services the firm provides the client. However, fee types charged by Summitry, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

14 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

1850 Gateway Drive Suite 600
San Mateo, CA 94404-4060

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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

Kurt Hoefer Work History

Kurt has been registered as a financial advisor for 14 years.*

2004 - Present (20 years)

The Golub Group

*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 Kurt Hoefer 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
Alex Katz
San Mateo, CA
Brandy Savage
San Mateo, CA
Alexander Leitzes
San Mateo, CA
Emily Hazelroth
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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