A registered investment advisory firm based in Foster City, California, with about 2 offices. It manages about $3.35 billion for roughly 1,293 individual clients. Services include financial planning, investment management for individuals and small businesses, managing mutual funds.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$2.43 million
Assets under management ?$3.35 billion
Individual clients1,293
Median years of experience13
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
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Also known as
Golub Group Inc. · THE Golub Group · Golub Group, LLC
About Summitry
How do I contact Summitry?
Call the main office at (650) 212-2240. The main office is at 919 Hillsdale Blvd. Suite 150, Foster City, CA 94404.
How is Summitry paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Summitry offer?
Financial planning, Investment management for individuals and small businesses, Managing mutual funds, Investment management for businesses and institutions, Choosing other investment managers.
How many advisors work at Summitry?
We list 28 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.