Summit Investment Management, Ltd.
Summit Investment Management, Ltd. (CRD# 110188) is a financial advisory firm headquartered in Greenfield, WI. They manage $70,097,257 in 179 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Summit Investment Management, Ltd.
By the Numbers
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Total Assets Under Management70MILLION
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Total Number of Accounts179ACCOUNTS
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Average Account Value$391,605
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, OH, TX, WI
Financial Advisors at Summit Investment Management, Ltd.
1
Thomas Carroll (CRD# 1250196) is an Investment Advisor Representative working at Summit Investment Management, Ltd. in Greenfield, WI and has 1 year of experience in the finance industry.
2
Ronald Chandler (CRD# 5856620) is an Investment Advisor Representative working at Summit Investment Management, Ltd. in Greenfield, WI and has over 13 years of experience in the finance industry.
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