Market
RIA
Member Level
Premier
Last Activity
this month
General
Location
San Mateo, CA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

My name is Colin Higgins, I am the CEO and a Founder of Summitry. These are difficult times with difficult decisions to be made. Our firm is focused on becoming the most admired firm in the Bay Area. If that means something significant to you I’d be happy to have a conversation to find out why.

Once you come up for air, I can be reached at ___ Keep fighting the good fight.

Regards,

Colin

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