Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
621765323
SEC advisor number
801-56221
FINRA CRD number
109606
AUM ?
$851.44 mm
(as of 13 Feb 24)
Accounts
1,470
(as of 13 Feb 24)
Employees
8
(6 investment advisory or research)
Address
Summit Asset Management
5100 WHEELIS DRIVE, SUITE 107
MEMPHIS
TN 38117
5100 WHEELIS DRIVE, SUITE 107
MEMPHIS
TN 38117
Phone
901-729-8100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21