Benjamin
Johnson
Summit Trail Advisors, LLC
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About this Advisor
Benjamin Johnson is a financial advisor based in Aurora, Illinois, working with Summit Trail Advisors, LLC. Benjamin has previously held positions at Barclays Capital Inc, Summit Trail Advisors LLC, and Summit Trail Securities, LLC. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, Benjamin is part of Summit Trail Advisors, LLC, which operates out of Aurora, Illinois. The firm has 5 offices and 95 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Summit Trail Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Trail Advisors, LLC Brokerage Details
$17,651,630,433
95
10,249
$1,722,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Benjamin Johnson Work History
Summit Trail Securities, LLC
Summit Trail Advisors LLC
Barclays Capital Inc
Disclosures
Please visit the SEC profile of Benjamin Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Trail Advisors, LLC
Chicago, IL
New York, NY
New York, NY
New York, NY
Corte Madera, CA
New York, NY
New York, NY
San Francisco, CA
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