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SUMMIT ASSET MANAGEMENT LLC

Tel: 901-729-8100
5100 Wheelis Drive
Suite 107
Memphis, Tennessee  38117

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SUMMIT ASSET MANAGEMENT LLC

SUMMIT ASSET MANAGEMENT LLC is a Memphis, Tennessee based financial advisory firm with nearly $851,437,015 in assets under management and provides investment advisory services for 1470 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (GENERAL CONSULTATIONS)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

109606

SEC#:

801-56221

No. of Clients:

1470

Assets under Management

$851,437,015

No. of Advisors:

8

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