CRD: 110188
Summit Investment Management, Ltd.
$87.0M Total AUM
$87.0M Disc. AUM
-- 3Y CAGR
3 Employees
169 ADV. Clients
34 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-05-1991
- Office Locations
- 1
Office Locations
5005 W. Loomis Rd. Suite 200 Greenfield WI
About Summit Investment Management, Ltd.
Summit Investment Management provides retirement-focused financial planning and portfolio management for individuals across a range of wealth and financial literacy. The firm integrates cash-flow, tax planning, and estate preservation into investment positioning, and stress-tests plans with “what-if” scenarios as life changes. Portfolios emphasize ETFs and are custodied with Charles Schwab.
Team overview
70 AVG AGE
$43.5M AVG AUM / ADVISOR
$514.9K AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS ANDREW CARROLL
DIRECTOR, VICE PRESIDENT
- CRD
- #1250196
- Ownership
- 25% but less than 50%
Available
Available
Available
K
Kendra Lynn DeBaets
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,011,836 | $625,872 |
| Non-Discretionary | $0 | -- |
| Total | $87,011,836 | $625,872 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing