Summit Asset Management LLC

Summit Asset Management LLC (CRD# 109606) is a financial advisory firm headquartered in Memphis, TN. They manage $851,437,015 in 1,470 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5100 Wheelis Drive, Suite 107, Memphis, TN 38117
http://www.summitassetmanagement.com
By the Numbers
  • Total Assets Under Management
    851
    MILLION
  • Total Number of Accounts
    1,470
    ACCOUNTS
  • Average Account Value
    $579,209
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, LA, MS, NC, OR, TN, TX

Financial Advisors at Summit Asset Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Leslie Drummond, financial advisor Memphis TN
Leslie H. Drummond
CRD#: 5429078
5100 Wheelis Drive, Suite 107, Memphis, TN 38117

Leslie Drummond (CRD# 5429078) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 16 years of experience in the finance industry.

2
Sarah Haizlip, financial advisor Memphis TN
Sarah R. Haizlip
CRD#: 707644
5100 Wheelis Drive, Suite 107, Memphis, TN 38117

Sarah Haizlip (CRD# 707644) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 43 years of experience in the finance industry.

3
Lance Hollingsworth, financial advisor Memphis TN
Lance W. Hollingsworth
CRD#: 4373723
5100 Wheelis Dr., Suite 107, Memphis, TN 38117

Lance Hollingsworth (CRD# 4373723) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has 1 year of experience in the finance industry.

4
John Laughlin, financial advisor Memphis TN
John N. Laughlin
CRD#: 2911189
5100 Wheelis Dr., Suite 107, Memphis, TN 38117

John Laughlin (CRD# 2911189) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 26 years of experience in the finance industry.

5
Soleil Lum, financial advisor Memphis TN
Soleil K. Lum
CRD#: 6227870
5100 Wheelis Drive, Suite 107, Memphis, TN 38117

Soleil Lum (CRD# 6227870) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 10 years of experience in the finance industry.

6
Samuel Thompson, financial advisor Memphis TN
Samuel A. Thompson
CRD#: 725932
5100 Wheelis Dr., Suite 107, Memphis, TN 38117

Samuel Thompson (CRD# 725932) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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