BI
BI

Brandon Michael Inglis

4 Years of Experience
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
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

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Location

2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017

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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.

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Other Business Activities

Brandon owns a clothing production business called Evolve Collective since 2022, where he designs and produces clothing. He spends a few hours per week on this activity.

Employment History
Current Registrations
Summit Trail Advisors, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Ieq Capital, LLC
November 2019 - August 2021 · 1 yr 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.