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Building 2SUMMIT INVESTMENT MANAGEMENT, LTD.

Map pinMILWAUKEE, WI
Phone414-291-4488
NotebookSEC #801-28843
Total AUM
$53.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 EAST WISCONSIN AVENUE
SUITE 102
MILWAUKEE
WI 53202
United States
Operating Hours
8:00--5:00 CST
Monday - Friday
Phone
414-291-4488

ReceiptFinancials

Total AUM
$53.8M
Accounts
86
Discretionary
$53.8M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
HOURLY CHARGES--FINANCIAL PLANNING--INFREQUENT

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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