Thao
Pham
Summitry, LLC
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About this Advisor
Thao Pham is a certified financial planner based in San Mateo, California with a total of 4 years of relevant experience. Pham is on the advisory team at Summitry, LLC. Throughout their career, they have worked at Stavis And Cohen Financial, Texas Tech University, United Capital Financial Advisors, Fsc Securities Corp, Stavis & Cohen Financial and Golub Group, LLC. Pham maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, California, Hawaii, Idaho, Illinois, Louisiana, Massachusetts, Michigan, Nevada, New Hampshire, North Carolina, Oregon, South Carolina, Texas, Virginia and Washington. Summitry, LLC is an advisory firm based out of San Mateo, CA. It controls $2 billion in assets under management among its 3,120 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 3,120 client accounts, 60% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number 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. Fees charged by financial advisors depend on the financial services provided. Fees charged by Summitry, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summitry, LLC Brokerage Details
$1,988,683,899
35
3,120
$637,399
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
Thao Pham Work History
Thao has been registered as a financial advisor for 4 years.*
Golub Group, LLC
Stavis & Cohen Financial
Stavis And Cohen Financial
Fsc Securities Corp
United Capital Financial Advisors
Texas Tech University
Texas Tech 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 Thao Pham 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 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.
