Summary
Summit Trail Advisors LLC
Founded in 2002
Description
Summit Trail Advisors is a leading Networked Family Office that provides an elevated approach to managing wealth. They serve as the outsourced family office and chief investment officer for ultra high net worth individuals, family offices, and non-prof...
Strengths
- Summit Trail Advisors LLC has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Summit Trail Advisors LLC was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Summit Trail Advisors LLC's annual revenue
$21120000
Based on Kona Equity data
-
Revenue per employee
$459130
-
Variance of revenue growth
0.02
-
Annual revenue growth since founding
$960000
-
Revenue growth rate from first known quarter to current
-11.5%
Employee Count
46 employees
-
Employee growth rate from first known quarter to current
-17.1%
Executives
Sarah Silverio
Vice President
s**@summittrail.comJon Rothschild
Vice President Family Office
j**@summittrail.comTom Harms
Partner, Chief Operating Officer
t**@summittrail.comMichael Sparico
Vice President
m**@summittrail.comMatt Coleman
Group of Benefits Head
m**@summittrail.comChristina Sierra
Family Office Planning Vice President, Counsel
c**@summittrail.comPeter Gambee
Partner
p**@summittrail.comJeremy Nagler
Vice President, Financial Planning
j**@summittrail.comLauren Cosulich
Partner
l**@summittrail.comJonathan Powell
Vice President
j**@summittrail.comDavid Romhilt
Partner, Chief Investment Officer
d**@summittrail.comJohn Lynch
Vice President
j**@summittrail.comSeth Katz
Head of Investments Partner
s**@summittrail.comPeter Lee
Founding Partner
p**@summittrail.comAlex Bolinger
Analyst
a**@summittrail.comLiya Corona
Associate
l**@summittrail.comMelissa Cabrera
Client Service Associate
m**@summittrail.comShai Ellberger
Associate Relationship Manager
s**@summittrail.comJonathan Nickow
Vice President
j**@summittrail.comAdam Betancourt
Vice President, Portfolio Manager
a**@summittrail.comHaim Malka
Team Vice President, Planning
h**@summittrail.comBrady Barnes
Vice President, Relationship Manager
b**@summittrail.comBrittany Capizzi
Technology Senior Associate
b**@summittrail.comJack Petersen
Co-Founder & Managing Partner
j**@summittrail.comChristopher Hopkins
Vice President
c**@summittrail.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
2.81 M
Location
Unlock unlimited leads
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Key Information
- Name: Summit Trail Advisors LLC
- Category: Investment management
- Industry: Financial Consultant
- SIC: 62
- NAICS: 813; 81321
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Firmographic data G Score of 6 Founded in 2002 SIC: 62 NAICS: 813 NAICS: 81321 #Investment Banking #Finance
Frequently Asked Questions
Summit Trail Advisors LLC's headquarters are located at 140 East 45th St. 28th Fl. New York City, NY 10017.
Summit Trail Advisors LLC's official website is summittrail.com
Summit Trail Advisors LLC's annual revenue is $21.1 M.
Summit Trail Advisors LLC's SIC: 62
Summit Trail Advisors LLC's NAICS: 813; 81321.
Summit Trail Advisors LLC has 46 employees
Summit Trail Advisors LLC is in the industry of Investment management.
