Summit Trail Advisors, Llc, NY — Investment Adviser | BuildTrust

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SUMMIT TRAIL ADVISORS, LLC

Investment AdviceNEW YORK, NY

Assets Under Management

$23.6B

Total AUM

Donut chart: Discretionary 10.2B, Non-Discretionary 13.4B
Category	Value
Discretionary	10.2B
Non-Discretionary	13.4B

Adviser Information

Field	Value
CRD Number	220519
SEC Number	801-99352
Street Address	2 GRAND CENTRAL TOWER
Street Address 2	140 E 45TH STREET, 28TH FLOOR
Location	NEW YORK, NY 10017
Country	United States
Phone	212-812-7010
Fax	212-812-7011
Total Employees	107
Business Types	insurance_broker

Client Count by Type (1,139 Total)

Horizontal bar chart: High Net Worth Individual… 635, Corporations/Businesses 203, Individuals (other than H… 122, Charitable Organizations 114, Pension/Profit Sharing Pl… 58, Insurance Companies 7
Category	Value
High Net Worth Individual…	635
Corporations/Businesses	203
Individuals (other than H…	122
Charitable Organizations	114
Pension/Profit Sharing Pl…	58
Insurance Companies	7