SUMMIT TRAIL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$19,941,615,810
Discretionary
$11,063,331,227
Non-discretionary
$8,878,284,583
Firm details
- CRD number
- 220519
- SEC file number
- 801-99352
- Main office
- NEW YORK, NY, United States
- Employees
- 94
- SEC status
- Approved
- Website
- HTTP://SUMMITTRAIL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.