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SUMMIT INVESTMENT MANAGEMENT, LTD.
CRD 110188 · SEC 801-28843
5005 W. LOOMIS RD., SUITE 200, GREENFIELD, WI, 53220, United States
Phone
414-291-4488
Fax
414-291-4499
Registration
— (—)
Source
State registered
Total AUM
$87.0M
Discretionary AUM
$87.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-20
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $66.4M |
| High net worth individuals | 6 | $18.1M |
| Charitable organizations | 5 | $2.3M |
| Corporations/business entities | 2 | $259K |
All web addresses on file
Official SEC filing: View on IAPD