SUMMIT ASSET MANAGEMENT LLC

5100 Wheelis Drive
Suite 107
Memphis, Tennessee 38117
Tel: 901-729-8100

About SUMMIT ASSET MANAGEMENT LLC

SUMMIT ASSET MANAGEMENT LLC, formally registered with the SEC as SUMMIT ASSET MANAGEMENT LLC. The firm was established in 01/21/1999. They have over 2 offices throughout the country.

SUMMIT ASSET MANAGEMENT LLC is a Memphis, Tennessee based Financial Planning firm with nearly $851,437,015 assets under management, offering retirement planning & investment advisory services to 1470 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109606
SEC#	801-56221
Assets Managed by Firm	$851,437,015
No. of Clients	1470
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (GENERAL CONSULTATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1470	$851,437,015
Individuals (other than high net worth individuals)	313	$106,211,433
High net worth individuals	181	$672,350,925
Pension and profit sharing plans	13	$14,499,510
Charitable organizations	6	$57,695,416
Corporations or other businesses	Fewer than 5 clients	$679,731

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