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Building 2TRIPLE SUMMIT ADVISORS, LLC

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Phone(917) 574-2670
NotebookSEC #801-135686
Total AUM
$108.5M
Employees
2
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
(917) 574-2670
Other Offices
1

ReceiptFinancials

Total AUM
$108.5M
Accounts
412
Discretionary
$108.5M
Accounts
412
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$36.2M
HNW Individual Clients
36
AUM
$68.7M
Charitable Organization Clients
3
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMANJNYTXWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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