SUMMIT INVESTMENT MANAGEMENT, LTD.

MILWAUKEE, Wisconsin·2 registered advisors·CRD# 110188

SEC# 801-28843414-291-4488

01

Firm Overview

AUM

$54M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Other: HOURLY CHARGES--FINANCIAL PLANNING--INFREQUENT

03

Specialties

Investment Management Wealth Management

04

Advisors at SUMMIT INVESTMENT MANAGEMENT, LTD.

2 registered advisors

Catherine Ann Czech

MILWAUKEE, Wisconsin

Thomas James Czech

MILWAUKEE, Wisconsin

05

Office Locations

MILWAUKEE, Wisconsin

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. SUMMIT INVESTMENT MANAGEMENT, LTD. (CRD# 110188) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.