Director and Secretary · Summa Corp.
Rodrigo G. De La Garza
CRD 2533089 · 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 Rodrigo G. De La Garza on its Form ADV as Director and Secretary.
Firms and roles
- Summa Corp.Director and SecretaryWealth manager · The Woodlands, TX · $1.6B in regulatory assets
AtlasMembers
Rodrigo’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
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Colleagues named on the same filings
- Maria L. Bernaldo De QuirosPresident, Director and Chief Compliance Officer, Summa Corp.
- Alonso Valenzuela Del RioCEO and Director, 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 Rodrigo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.