Summit Asset Management LLC
Legal Name: SUMMIT ASSET MANAGEMENT LLC
Full Contact Details
Summit Asset Management LLC
5100 WHEELIS DRIVE, SUITE 107, MEMPHIS, TN
901-729-8100
901-729-8101
Other Info
Summit Asset Management LLC is legally known as SUMMIT ASSET MANAGEMENT LLC. It is a TN Limited Liability Company. This firm has 9 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 21, 1999.

Investment Management | Financial Planner | Summit | Memphis, TN
Our FirmOur TeamServicesViews & NewsContact '; newHTML += 'KnowledgeDiscerning what’s important.We apply deep institutional knowledge to each client’s situation. Learn More »'; newHTML += 'StrengthBeing there when it matters.We walk with clients through some of life’s most difficult moments. …
Direct Owners
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JOHN NORFLEET LAUGHLIN
SENIOR VICE PRESIDENT owns more than 10% but less than 25%
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LANCE WAYNE HOLLINGSWORTH
SENIOR VICE PRESIDENT, TRADING AND OPERATIONS owns more than 10% but less than 25%
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PEGGY KRIGER ADLER
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
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PEGGY KRIGER ADLER
COMPLIANCE OFFICER owns less than 5%
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SAMUEL ALEXANDER THOMPSON
CHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
Firms Located Nearby
- William Howard & Co Financial Advisors Inc
- Green Square Wealth Management LLC
- TD Capital Management LLC
- Legacy Wealth Management Inc
- Delta Asset Management LLC
- Banes Capital Management LLC
- Kelman Lazarov Inc
- Gerber/Taylor Management Company
- Stringer Asset Management LLC
- Highland Capital Management LLC
Top Holdings
- SCHWAB STRATEGIC TR US DIVIDEND EQ $23,841k
- SCHWAB STRATEGIC TR US MID-CAP ETF $16,463k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $15,983k
- SCHWAB STRATEGIC TR $14,717k
- SCHWAB STRATEGIC TRUST $13,744k
- WISDOMTREE TR ITL HDG QTLY DIV $11,262k
- SPDR DOW JONES INDL $11,227k
- ISHARES TR CORE S&P SCP ETF $9,688k
- Deutsche X-Trackers Europe Hed $8,706k
- Berkshire Hathaway, Inc. $8,274k