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Kurt Hoefer

Summitry, LLC

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About Kurt Hoefer

Kurt Hoefer is an Investment Advisor Representative at Summitry, LLC. Kurt is a Chartered Financial Analyst. Kurt has over 30 years of experience in the financial industry. Prior to joining Summitry, LLC, Kurt worked at The Golub Group. Kurt has worked with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Kurt's areas of expertise include portfolio management, financial planning, and investment management. Kurt's goal is to help his clients achieve their financial goals.

Firm Information

Kurt Hoefer 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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Kurt Hoefer’s Registration & Firm History

CA

05/08/2006 - Present

Summitry, LLC (SAN MATEO CA)

CA

04/18/2000 - 02/26/2002

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

NY

10/01/1998 - 04/28/2000

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

08/07/1995 - 10/01/1998

BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)

NA

10/31/1988 - 10/22/1993

ALAN HOEFER & COMPANY

NA

10/28/1987 - 10/05/1988

SALOMON BROTHERS INC.

NA

09/02/1983 - 11/06/1987

HOEFER & ARNETT, INCORPORATED

NA

09/27/1982 - 12/08/1982

J. ALEXANDER SECURITIES, INC.

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Licenses & Designations

BC

Issued 08/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/1989

Series 24 - General Securities Principal Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kurt Hoefer.
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