CEO and Director · Summa Corp.
Alonso Valenzuela Del Rio
CRD 3243583 · Named on Form ADV at one SEC-registered adviser
At a glance
Summa Corp., an SEC-registered wealth manager based in The Woodlands, TX with $1.6 billion in regulatory assets, lists Alonso Valenzuela Del Rio on its Form ADV as CEO and Director, a control person.
Firms and roles
- Summa Corp.CEO and DirectorWealth manager · The Woodlands, TX · $1.6B in regulatory assets
AtlasMembers
Alonso’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Maria L. Bernaldo De QuirosPresident, Director and Chief Compliance Officer, Summa Corp.
- Rodrigo G. De La GarzaDirector and Secretary, Summa Corp.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alonso’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.