SUMMIT INVESTMENT GROUP, LLC
SUMMIT INVESTMENT GROUP, LLC of TULSA, OK is an SEC-registered investment adviser (CRD 142452). Regulatory assets under management: $22.8M.
Registration
- CRD: 142452
- SEC file number: 801-67315
- Type: Registered investment adviser
- Location: 11733 SOUTH SANDUSKY AVE., TULSA, OK, 74137
- Phone: 918-477-7227
- Latest filing: 2012-06-25
- Regulatory AUM: $22.8M
- Discretionary AUM: $16.2M
- Non-discretionary AUM: $6.6M
- Clients: 1
- Accounts: 148
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WILSON CURTIS BRIAN | LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| WILSON SYDNEY DIANE | MEMBER | — |
More on this firm