Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Michael Inglis is an Investment Advisor Representative with Summit Trail Advisors, LLC, which is registered with the state of California and has offices in San Francisco, CA and New York, NY. Brandon has been in the industry since 2013 and holds the Series 65 Uniform Investment Adviser Law Examination. Brandon provides a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Outsourced chief investment officer services / family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
Summit Trail Advisors, LLC (SAN FRANCISCO CA)
IA
Issued 11/04/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Brandon Inglis is the right advisor for you? Invested Better is here to help.
