SUMMIT INVESTMENT MANAGEMENT, LTD.
CRD #110188 SEC #801-28843 MILWAUKEE, WI 414-291-4488
SEC Registered
Total AUM
$53.8M
Discretionary
$53.8M
Employees
1
Clients
0
Accounts
86
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 26, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KATARINCIC, MICHAEL, J. | I | NON AFFILIATED | NA | |
| KATARINCIC, MICHAEL, J. | I | NON AFFILIATED | NA | |
| SWENTKOFSKE, ELEANOR, MAE | I | SECRETARY | NA | |
| SWENTKOFSKE, ELEANOR, MAE | I | SECRETARY | NA | |
| SWENTKOFSKE, ELEANOR, MAE | I | SECRETARY | NA | |
| SWENTKOFSKE, ELEANOR, MAE | I | SECRETARY | NA | |
| SWENTKOFSKE, ELEANOR, MAE | I | SECRETARY | NA | |
| SWENTKOFSKE, MARVIN, ROBERT | I | CHAIRMAN | D | Control |
| SWENTKOFSKE, MARVIN, ROBERT | I | PRESIDENT | D | Control |
| CZECH, THOMAS, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | EXECUTIVE V.P. AND CHIEF OF OPERATIONS | C | Control |
| CZECH, THOMAS, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| CZECH, THOMAS, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SWENTKOFSKE, MARVIN, ROBERT | I | CHAIRMAN | C | Control |
| SWENTKOFSKE, MARVIN, ROBERT | I | CHAIRMAN | C | Control |
| SWENTKOFSKE, MARVIN, ROBERT | I | SENIOR VICE PRESIDENT | C | Control |
| SWENTKOFSKE, MARVIN, ROBERT | I | SENIOR VICE PRESIDENT | C | Control |
| BECK, JAMES, MICHAEL | I | VICE PRESIDENT, MARKETING | B | Control |
| BECK, JAMES, MICHAEL | I | VICE PRESIDENT, MARKETING | B | Control |
| BECK, JAMES, MICHAEL | I | VICE PRESIDENT, MARKETING | B | Control |
| CZECH, CATHERINE, ANN | I | SECRETARY | B | |
| CZECH, CATHERINE, ANN | I | SECRETARY | B | |
| CZECH, CATHERINE, ANN | I | SECRETARY | B | |
| CZECH, CATHERINE, ANN | I | SECRETARY | B | |
| CZECH, CATHERINE, ANN | I | SECRETARY | B | |
| CZECH, CATHERINE, ANN | I | SECRETARY | B | |
| CZECH, CATHERINE, ANN | I | SECRETARY | B | |
| HICKEY, JOSEPH, FRANCIS | I | VICE PRESIDENT, NEW PRODUCT DEVELOPMENT | B | Control |
| HICKEY, JOSEPH, FRANCIS | I | VICE PRESIDENT, NEW PRODUCT DEVELOPMENT | B | Control |
| HICKEY, JOSEPH, FRANCIS | I | VICE PRESIDENT, NEW PRODUCT DEVELOPMENT | B | Control |
| STRACKA, TIMOTHY, TERRILL | I | VICE PRESIDENT, MARKETING | B | Control |
| STRACKA, TIMOTHY, TERRILL | I | VICE PRESIDENT, MARKETING | B | Control |
| STRACKA, TIMOTHY, TERRILL | I | VICE PRESIDENT, MARKETING | B | Control |
| SWENTKOFSKE, MARVIN, ROBERT | I | CHAIRMAN | B | Control |
| CZECH, CATHERINE, ANN | I | SHAREHOLDER | A | |
| DUNN, JOHN, RAYMOND | I | SHAREHOLDER | A | Control |
| DUNN, JOHN, RAYMOND | I | SHAREHOLDER | A | Control |
| DUNN, MARGOT, RITA | I | NON AFFILIATED | A | |
| DUNN, MARGOT, RITA | I | NON AFFILIATED | A | |
| FINK, ARTHUR, HENRY | I | NON AFFILIATED | A | |
| FINK, ARTHUR, HENRY | I | NON AFFILIATED | A |
Registrations
Federal
IA
Apr 26, 2012 REGISTERED
Notice Filings (3)
IL TX WI
Address
400 EAST WISCONSIN AVENUESUITE 102
MILWAUKEE, WI 53202
United States
Phone: 414-291-4488