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Colin Matthew Higgins

Summitry, LLC

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About Colin Matthew Higgins

Colin Higgins is a registered Investment Advisor Representative with Summitry, LLC. Colin has been in the financial services industry since 1996. Colin is licensed in California and has been registered with the state since 2003.

Firm Information

Colin Higgins is currently registered with Summitry, LLC. Summitry, LLC is a registered investment advisor located in FOSTER CITY, CA. The firm manages approximately $2.45 billion in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Summitry provides financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, investment companies, and businesses.
Summitry, LLC

919 HILLSDALE BLVD.

FOSTER CITY, CA 94404

$2.45B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colin Higgins’s Registration & Firm History

CA

01/01/2025 - Present

Summitry, LLC (SAN MATEO CA)

CA

07/16/1998 - 11/28/2003

HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)

VA

12/05/1996 - 05/15/1998

BRANCH, CABELL & CO., INC. (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 10/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Matthew Higgins.
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