Brandon
Inglis
Summit Trail Advisors, LLC
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About this Advisor
Brandon Inglis is a financial advisor operating out of New York, New York with 1 year of relevant experience. Inglis is on the advisory team at Summit Trail Advisors, LLC. Their career trajectory has included roles at Hmb Brewing Company, University Of California, Miricle Mile Advisors, Ieq Capital, LLC, Half Moon Bay High School, Summit Trail Advisors, LLC and Sabbatical. Inglis has a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Summit Trail Advisors, LLC is a financial advisory company operating out of New York, NY. The company has offices in six locations and a total of 93 employees. It manages $15 billion in total assets between its 4,953 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 98 charitable organizations. Of its 4,953 customer accounts, 56% are held by high-net-worth individuals who have more than $1 million in assets. The business performs a broad set of services, including 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. Financial management fees depend on the services offered. Fees billed by Summit Trail Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Trail Advisors, LLC Brokerage Details
$14,487,629,910
93
4,953
$2,925,021
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
Brandon has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Corte Madera, CA
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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