Summitry, LLC, a leading investment advisory firm, has established itself as a trusted partner for over 550 individual clients, amassing an impressive $1,988,684,000 in assets under management. Operating out of Foster City, CA, Summitry caters to a diverse clientele, leveraging their expertise in managing both 401K and individual accounts. While these accounts make up less than 30% of their assets under management, Summitry possesses the capability to effectively oversee employer funds as well. Notably, a significant 94% of the assets they manage are discretionary, allowing them to exercise their expertise and decision-making prowes...