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SUMMIT TRAIL ADVISORS, LLC
Tel: 212-812-7010
2 Grand Central Tower 140 E 45th Street, 28th Floor
New York, New York 10017
SUMMIT TRAIL ADVISORS, LLC
SUMMIT TRAIL ADVISORS, LLC is a New York, New York based financial advisory firm with nearly $19,967,870,619 in assets under management and provides investment advisory services for 6273 clients. There are currently 95 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (OUTSOURCED CHIEF INVESTMENT OFFICER SERVICES / FAMILY OFFICE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
220519
SEC#:
801-99352
No. of Clients:
6273
Assets under Management
$19,967,870,619
No. of Advisors:
95
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