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Building 2SUMMIT ASSET MANAGEMENT LLC

Map pinMEMPHIS, TN
Phone901-729-8100
NotebookSEC #801-56221
Total AUM
$1.1B
Employees
8
Clients
533

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 WHEELIS DRIVE
SUITE 107
MEMPHIS
TN 38117
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
901-729-8100
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,522
Discretionary
$966.1M
Accounts
1,427
Non-Discretionary
$113.6M
Accounts
95

ContactClients

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Individual Clients
315
AUM
$108.5M
HNW Individual Clients
200
AUM
$877.2M
Pension/Profit Sharing Plan Clients
12
AUM
$17.3M
Charitable Organization Clients
5
AUM
$76.1M
Corporation or Business Clients
1
AUM
$674.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTATIONS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCAFLLAMSNCORSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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