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SUMMIT TRAIL ADVISORS, LLC
CRD 220519 · SEC 801-99352
2 GRAND CENTRAL TOWER, 140 E 45TH STREET, 28TH FLOOR, NEW YORK, NY, 10017, United States
Phone
212-812-7010
Fax
212-214-0593
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$19.94B
Discretionary AUM
$11.06B
Team
94 total employees; 31 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersOUTSOURCED CHIEF INVESTMENT OFFICER SERVICES/ FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $194.3M |
| High net worth individuals | 588 | $16.33B |
| Pension/profit sharing plans | 38 | $16.1M |
| Charitable organizations | 9 | $925.1M |
| Corporations/business entities | 56 | $2.47B |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, LA, MD, MA, MI, MN, NV, NJ, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD