linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Summit Asset Management LLC

Headquartered in MEMPHIS, TN

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Summit Asset Management LLC, headquartered in Memphis, TN, is an investment advisor specializing in providing financial planning, pension consulting, and portfolio management services for individuals, corporations, and charitable organizations. The firm manages a total of $851,437,015 in regulatory assets, serving over 1,470 clients. Summit Asset Management LLC is also known for its selection of other advisors, contributing to a comprehensive approach to client financial well-being.

Summit Asset Management LLC

5100 WHEELIS DRIVE

MEMPHIS, TN 38117

$851.44M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general consultations

General consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SUMMIT ASSET MANAGEMENT LLC has a total of 2 branch locations across the country.
location

MEMPHIS, TN

location

Pensacola, FL

Advisors at Summit Asset Management LLC

View All 6 Advisors
Unclaimed
John Norfleet Laughlin

CFP®, RA

MEMPHIS, TN

View Profile
Unclaimed
Lance Wayne Hollingsworth

CFP®, RA

MEMPHIS, TN

View Profile
Unclaimed
Sarah Russell Haizlip

RA

MEMPHIS, TN

View Profile
Unclaimed
Leslie Hill Drummond

CFP®, RA

MEMPHIS, TN

View Profile
Unclaimed
Samuel Alexander Thompson

CFC®, RA

MEMPHIS, TN

View Profile
Unclaimed
Soleil Katherine Lum

CFP®, RA

MEMPHIS, TN

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Summit Asset Management LLC is right for you?

Disclosures

There are no public disclosures for Summit Asset Management LLC.

Frequently Asked Questions (9)

Not sure if Summit Asset Management LLC is right for you?