Brandon
Inglis
Summit Trail Advisors, LLC
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About this Advisor
Brandon Inglis is a financial advisor based in New York, New York, working with Summit Trail Advisors, LLC. Brandon has previously held positions at Hmb Brewing Company, University Of California, Miricle Mile Advisors, Ieq Capital, LLC, Half Moon Bay High School, Summit Trail Advisors, LLC, and Sabbatical. Brandon has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Brandon is part of Summit Trail Advisors, LLC, which operates out of New York, New York. 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
Brandon Inglis Work History
Summit Trail Advisors, LLC
Sabbatical
Ieq Capital, LLC
University Of California
Miricle Mile Advisors
University Of California
Hmb Brewing Company
Half Moon Bay High School
Disclosures
Please visit the SEC profile of Brandon Inglis 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
New York, NY
Chicago, IL
New York, NY
Corte Madera, CA
New York, NY
New York, NY
New York, NY
San Francisco, CA
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