Maria
Bernaldo De Quiros
Summa Corp
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About this Advisor
Maria Bernaldo De Quiros is a financial advisor working out of Tomball, Texas with a total of 11 years of industry experience. Bernaldo De Quiros is on the advisory team at Summa Corp. The advisor has gained experience at Summa Corp, Summa Holdings, Inc, Urbanizadora Del Bajio Sa De Cv, Argentus Securities, LLC and Insight Securities, Inc. Bernaldo De Quiros has a Series 63 license, certifying them as a securities representative, and is approved to operate in Texas. Summa Corp is a business that has its headquarters in Tomball, TX. It manages $232 million in total assets among its 53 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 53 customer accounts, 51% are associated with high-net-worth investors who have greater than $1 million in investable assets. Summa Corp offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Summa Corp most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summa Corp Brokerage Details
$232,378,001
2
53
$4,384,491
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Maria Bernaldo De Quiros Work History
Maria has been registered as a financial advisor for 11 years.*
Summa Corp
Summa Holdings, Inc
Insight Securities, Inc
Argentus Securities, LLC
Urbanizadora Del Bajio Sa De Cv
*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 Maria Bernaldo De Quiros 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 Summa Corp
Tomball, TX
Tomball, TX
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