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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Barth Katz is an investment advisor representative with Summitry, LLC, a registered investment adviser. Alex has been in the industry since May 2012 and has a Series 65 license. Alex holds a current registration with the state of California. Alex has previously worked at Opes Advisors in Cupertino, CA and Golub Group in San Mateo, CA. Summitry, LLC is located in San Mateo, CA and provides advisory services to individuals, businesses, pension plans, charitable organizations, and investment companies. The firm has a total of 1301 accounts with assets under management of $2,450,702,244.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Summitry, LLC (San Mateo CA)
IA
Issued 05/15/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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