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).
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Total Assets Under Management851MILLION
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Total Number of Accounts1,470ACCOUNTS
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Average Account Value$579,209
- A percentage of assets under your management
- Hourly charges
- 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
AL, AR, CA, FL, LA, MS, NC, OR, TN, TX
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.
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.
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.
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.
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.
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.