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Danielle Rae Louton

Summit Trail Advisors, LLC

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About Danielle Rae Louton

Danielle Rae Louton is a certified financial planner with over 17 years of experience in the financial services industry. Danielle is a registered investment advisor representative with Summit Trail Advisors, LLC in San Francisco, CA. Danielle also holds a Series 65 license. Danielle has held previous positions with Wells Fargo Bank, Bank of the West, and Summit Trail Advisors, LLC. Danielle specializes in providing financial planning, portfolio management and family office services to individuals, corporations and charitable organizations. Danielle is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Danielle Louton is currently registered with Summit Trail Advisors, LLC. Summit Trail Advisors, LLC is an investment advisor registered with the SEC and based in NEW YORK, NY. The firm provides a range of services, including financial planning, pension consulting, and outsourced CIO services. Summit Trail Advisors has approximately $19.97 billion in regulatory assets under management and serves a variety of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension plans. They offer wrap fee programs and have a team of 28 investment advisor representatives.
Summit Trail Advisors, LLC

2 GRAND CENTRAL TOWER

NEW YORK, NY 10017

$19.97B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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outsourced chief investment officer services / family office services

Outsourced chief investment officer services / family office services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danielle Louton’s Registration & Firm History

NY

04/10/2024 - Present

Summit Trail Advisors, LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danielle Rae Louton.
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