Golub Group is now Summitry, LLC Employee Directory

Q: What is Golub Group is now Summitry, LLC known for?

Golub Group is now Summitry, LLC was founded in 2003. Golub Group is now Summitry, LLC operates in the Investment Management industry.

Investment ManagementCalifornia, United States11-50 Employees

Golub Group was organized as an independent investment advisory firm in 2003. We serve the investment needs of families, individuals, foundations, and endowments, as well as business-owners seeking advice with their pension and profit-sharing plans. Our clients receive institutional-grade investment management and comprehensive advice with respect to their financial futures. The firm also serves as the manager of separate accounts for other independent financial advisors and a no-load equity mutual fund.

With over $1 billion in assets under management, the firm is large enough to possess highly-sophisticated systems, have access to a wide range of institutional research tools and services, and employ the highest-caliber professional talent, but is small enough to maintain the culture of a boutique investment firm.

Find Golub Group is now Summitry, LLC employees' phone numbers or email addresses

Golub Group is now Summitry, LLC Global Highlights

North America
18

United States Of America
18

Europe
1

Serbia
1

Golub Group is now Summitry, LLC's Leadership

C. H.
President
Mobile Phone
Email
C. C.
Director Of Finance & Technology
Mobile Phone
Email
M. G.
Equity Analyst
Mobile Phone
Email
S. B.
Financial Planning Associate
Mobile Phone
Email
B. K.
Mobile Phone
Email
J. R.
Mobile Phone
Email

Contact profiles from Golub Group is now Summitry, LLC

Name

Title

Contact Info

Location

Last Update

C. H.
President
Mobile Phone
Email
UNITED STATES
Apr 19, 2024
C. C.
Director Of Finance & Technology
Mobile Phone
Email
Jul 01, 2024
M. G.
Equity Analyst
Mobile Phone
Email
Oct 17, 2024
S. B.
Financial Planning Associate
Mobile Phone
Email
United States
Apr 23, 2025
B. K.
Mobile Phone
Email
United StatesVirginia
Mar 05, 2024
J. R.
Mobile Phone
Email
UNITED STATES
May 14, 2024

Frequently Asked Questions

What is Golub Group is now Summitry, LLC known for?

Golub Group is now Summitry, LLC was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in 1850 Gateway Drive, Suite 100 San Mateo, CA 94404 US; you can contact the main corporate office by phone at

+1-650-212-****

. Explore Golub Group is now Summitry, LLC's company overview page for more information.

What is Golub Group is now Summitry, LLC's most common email format?

Golub Group is now Summitry, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Golub Group is now Summitry, LLC email formats with LeadIQ.

How many employees does Golub Group is now Summitry, LLC have currently?

Golub Group is now Summitry, LLC has approximately 33 employees as of September 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Golub Group is now Summitry, LLC's key employees and leadership?

As of September 2025, Golub Group is now Summitry, LLC's key employees include:

President: C. H.
Director Of Finance & Technology: C. C.
Equity Analyst: M. G.
Financial Planning Associate: S. B.
: B. K.

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