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, a Tennessee-based Limited Liability Company, employs a team of nine professionals, with six serving in advisory roles. The exact number of clients they serve is undisclosed, but their approval status with the SEC since 1999 verifies their legitimacy as a financial advisory firm.
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
News
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