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

JOHN NORFLEET LAUGHLIN
SENIOR VICE PRESIDENT owns more than 10% but less than 25%
LANCE WAYNE HOLLINGSWORTH
SENIOR VICE PRESIDENT, TRADING AND OPERATIONS owns more than 10% but less than 25%
PEGGY KRIGER ADLER
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
PEGGY KRIGER ADLER
COMPLIANCE OFFICER owns less than 5%
SAMUEL ALEXANDER THOMPSON
CHAIRMAN/TREASURER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%

Firms Located Nearby

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 7, 2019

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

All Holdings of the Summit Asset Management LLC