Summit Trail Advisors, LLC
Summit Trail Advisors, LLC (CRD# 220519) is a financial advisory firm headquartered in New York, NY. They manage $14,487,629,910 in 4,953 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management14,488MILLION
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Total Number of Accounts4,953ACCOUNTS
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Average Account Value$2,925,021
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, SD, TX, UT, VA, WA, WI, WY
Michael Cohen (CRD# 2288893) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 31 years of experience in the finance industry.
Lauren Cosulich (CRD# 5158614) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Boston, MA and has over 17 years of experience in the finance industry.
Kevin Curtis (CRD# 2147289) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Harrisburg, PA and has over 32 years of experience in the finance industry.
Peter Gambee (CRD# 4164966) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 23 years of experience in the finance industry.
Benjamin Johnson (CRD# 4833600) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Aurora, IL and has over 19 years of experience in the finance industry.
Peter Lee (CRD# 4981754) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Jerome Lucas (CRD# 1314420) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 30 years of experience in the finance industry.
Danielle McHugh (CRD# 3099688) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 25 years of experience in the finance industry.
Thomas Palecek (CRD# 4874890) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Daniela Pedley (CRD# 3081971) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.