SUMMIT ASSET MANAGEMENT LLC

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

About 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

Firm CRD#:

109606

Firm SEC#:

801-56221

Assets Under Management:

$851,437,015

No. of Clients:

1470

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)

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