SUMMIT TRAIL ADVISORS, LLC

Tel: 212-812-7010 2 Grand Central Tower 140 E 45th Street, 28th Floor New York, New York 10017

About 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

Firm CRD#:

220519

Firm SEC#:

801-99352

Assets Under Management:

$19,967,870,619

No. of Clients:

6273

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)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, New York