SUMMIT PORTFOLIO MANAGEMENT LLC
CRD #111243 SEC #801-46423 LAS VEGAS, NV 702 838 9999
SEC Registered
Total AUM
$169.7M
Discretionary
$159.5M
Employees
4
Clients
101
Accounts
108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $169.7M | $159.5M | $10.2M | 4 | 0 |
| Mar 2024 | $169M | $158.9M | $10.1M | 4 | 0 |
| Mar 2023 | $147.8M | $141.4M | $6.5M | 4 | 0 |
| Mar 2022 | $137.5M | $131.8M | $5.7M | 3 | 1 |
| Jul 2021 | $123.3M | $119.6M | $3.7M | 2 | 0 |
| Mar 2021 | $123.3M | $119.6M | $3.7M | 2 | 0 |
| Jul 2020 | $112.2M | $110.3M | $2M | 1 | 0 |
| Jun 2020 | $112.2M | $110.3M | $2M | 1 | 0 |
| Jun 2020 | $112.2M | $110.3M | $2M | 1 | 0 |
| Jun 2020 | $112.2M | $110.3M | $2M | 1 | 0 |
| Mar 2020 | $112.2M | $110.3M | $2M | 1 | 0 |
| Sep 2019 | $103.7M | $89.8M | $13.9M | 1 | 0 |
| Mar 2019 | $103.7M | $89.8M | $13.9M | 1 | 0 |
| Mar 2018 | $113.2M | $110.3M | $2.9M | 1 | 0 |
| Mar 2017 | $105.7M | $102.2M | $3.5M | 1 | 100 |
| Mar 2016 | $99.5M | $94.7M | $4.8M | 1 | 100 |
| Apr 2015 | $106.6M | $101.8M | $4.8M | 1 | 100 |
| Mar 2015 | $106.6M | $101.8M | $4.8M | 1 | 100 |
| Nov 2014 | $115.8M | $115.8M | $0 | 1 | 200 |
| Mar 2014 | $115.8M | $115.8M | $0 | 1 | 200 |
| Apr 2013 | $120.3M | $104.7M | $15.6M | 1 | 169 |
| Jul 2012 | $108.9M | $93.6M | $15.3M | 1 | 155 |
| Mar 2012 | $108.9M | $93.6M | $15.3M | 1 | 155 |
| Mar 2011 | $102.6M | $101.9M | $712.3K | 5 | -- |
| Feb 2010 | $86.1M | $85.5M | $585.4K | 5 | -- |
| Mar 2007 | $91.8M | $88.2M | $3.6M | 5 | -- |
| Mar 2006 | $62.1M | $62.1M | $0 | 5 | -- |
| Nov 2005 | $41.9M | $41.9M | $69.1K | 5 | -- |
| Sep 2005 | $41.9M | $41.9M | $69.1K | 5 | -- |
| May 2005 | $41.9M | $41.9M | $69.1K | 5 | -- |
| Jul 2004 | $34.9M | $34.7M | $196K | 5 | -- |
| Jun 2004 | $34.9M | $34.7M | $196K | 5 | -- |
| Apr 2002 | $29.3M | $28.5M | $721.9K | 5 | -- |
| Apr 2002 | $29.3M | $28.5M | $721.9K | 5 | -- |
DateMar 2025
Total AUM$169.7M
Discretionary$159.5M
Non-Disc.$10.2M
Employees4
Clients0
DateMar 2024
Total AUM$169M
Discretionary$158.9M
Non-Disc.$10.1M
Employees4
Clients0
DateMar 2023
Total AUM$147.8M
Discretionary$141.4M
Non-Disc.$6.5M
Employees4
Clients0
DateMar 2022
Total AUM$137.5M
Discretionary$131.8M
Non-Disc.$5.7M
Employees3
Clients1
DateJul 2021
Total AUM$123.3M
Discretionary$119.6M
Non-Disc.$3.7M
Employees2
Clients0
DateMar 2021
Total AUM$123.3M
Discretionary$119.6M
Non-Disc.$3.7M
Employees2
Clients0
DateJul 2020
Total AUM$112.2M
Discretionary$110.3M
Non-Disc.$2M
Employees1
Clients0
DateJun 2020
Total AUM$112.2M
Discretionary$110.3M
Non-Disc.$2M
Employees1
Clients0
DateJun 2020
Total AUM$112.2M
Discretionary$110.3M
Non-Disc.$2M
Employees1
Clients0
DateJun 2020
Total AUM$112.2M
Discretionary$110.3M
Non-Disc.$2M
Employees1
Clients0
DateMar 2020
Total AUM$112.2M
Discretionary$110.3M
Non-Disc.$2M
Employees1
Clients0
DateSep 2019
Total AUM$103.7M
Discretionary$89.8M
Non-Disc.$13.9M
Employees1
Clients0
DateMar 2019
Total AUM$103.7M
Discretionary$89.8M
Non-Disc.$13.9M
Employees1
Clients0
DateMar 2018
Total AUM$113.2M
Discretionary$110.3M
Non-Disc.$2.9M
Employees1
Clients0
DateMar 2017
Total AUM$105.7M
Discretionary$102.2M
Non-Disc.$3.5M
Employees1
Clients100
DateMar 2016
Total AUM$99.5M
Discretionary$94.7M
Non-Disc.$4.8M
Employees1
Clients100
DateApr 2015
Total AUM$106.6M
Discretionary$101.8M
Non-Disc.$4.8M
Employees1
Clients100
DateMar 2015
Total AUM$106.6M
Discretionary$101.8M
Non-Disc.$4.8M
Employees1
Clients100
DateNov 2014
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees1
Clients200
DateMar 2014
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees1
Clients200
DateApr 2013
Total AUM$120.3M
Discretionary$104.7M
Non-Disc.$15.6M
Employees1
Clients169
DateJul 2012
Total AUM$108.9M
Discretionary$93.6M
Non-Disc.$15.3M
Employees1
Clients155
DateMar 2012
Total AUM$108.9M
Discretionary$93.6M
Non-Disc.$15.3M
Employees1
Clients155
DateMar 2011
Total AUM$102.6M
Discretionary$101.9M
Non-Disc.$712.3K
Employees5
Clients--
DateFeb 2010
Total AUM$86.1M
Discretionary$85.5M
Non-Disc.$585.4K
Employees5
Clients--
DateMar 2007
Total AUM$91.8M
Discretionary$88.2M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2006
Total AUM$62.1M
Discretionary$62.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$69.1K
Employees5
Clients--
DateSep 2005
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$69.1K
Employees5
Clients--
DateMay 2005
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$69.1K
Employees5
Clients--
DateJul 2004
Total AUM$34.9M
Discretionary$34.7M
Non-Disc.$196K
Employees5
Clients--
DateJun 2004
Total AUM$34.9M
Discretionary$34.7M
Non-Disc.$196K
Employees5
Clients--
DateApr 2002
Total AUM$29.3M
Discretionary$28.5M
Non-Disc.$721.9K
Employees5
Clients--
DateApr 2002
Total AUM$29.3M
Discretionary$28.5M
Non-Disc.$721.9K
Employees5
Clients--