SUMMIT INVESTMENT GROUP, LLC
CRD #142452 SEC #801-67315 TULSA, OK 918-477-7227
SEC Registered
Total AUM
$22.8M
Discretionary
$16.2M
Employees
1
Clients
1
Accounts
148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $22.8M | $16.2M | $6.6M | 1 | 11 |
| Jun 2012 | $22.8M | $16.2M | $6.6M | 1 | 11 |
| Jun 2012 | $22.8M | $16.2M | $6.6M | 1 | 11 |
| Mar 2012 | $22.8M | $16.2M | $6.6M | 1 | 11 |
| Feb 2012 | $22.8M | $16.2M | $6.6M | 1 | 11 |
| Mar 2011 | $25M | $23M | $2M | 5 | -- |
| Mar 2010 | $30M | $18M | $12M | 5 | -- |
| May 2009 | $41M | $18M | $23M | 5 | -- |
| Mar 2008 | $95M | $72M | $23M | 5 | -- |
| Apr 2007 | $56M | $56M | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateJun 2012
Total AUM$22.8M
Discretionary$16.2M
Non-Disc.$6.6M
Employees1
Clients11
DateJun 2012
Total AUM$22.8M
Discretionary$16.2M
Non-Disc.$6.6M
Employees1
Clients11
DateJun 2012
Total AUM$22.8M
Discretionary$16.2M
Non-Disc.$6.6M
Employees1
Clients11
DateMar 2012
Total AUM$22.8M
Discretionary$16.2M
Non-Disc.$6.6M
Employees1
Clients11
DateFeb 2012
Total AUM$22.8M
Discretionary$16.2M
Non-Disc.$6.6M
Employees1
Clients11
DateMar 2011
Total AUM$25M
Discretionary$23M
Non-Disc.$2M
Employees5
Clients--
DateMar 2010
Total AUM$30M
Discretionary$18M
Non-Disc.$12M
Employees5
Clients--
DateMay 2009
Total AUM$41M
Discretionary$18M
Non-Disc.$23M
Employees5
Clients--
DateMar 2008
Total AUM$95M
Discretionary$72M
Non-Disc.$23M
Employees5
Clients--
DateApr 2007
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--