David Ryan Hultman

Summit Trail Advisors, LLC

22 Years of Experience

Broker

View SEC Summary

Areas of Practice

Estate PlanningTax PlanningInsurance Planning

Summit Trail Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

1,139 clients

Average Client Portfolio

$20.8M average

Assets Under Management

$23.6B

Fee Structure

Location

50 California Street, Suite 1500, San Francisco, CA, 94111

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

David works as a registered representative for Summit Trail Securities, LLC and as an investment advisor for Summit Trail Advisors, LLC. Both roles are investment-related and each takes about a quarter of his time.