DL
CFP
DL
CFP

Danielle Rae Louton

2 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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Employment History
Current Registrations
Summit Trail Advisors, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Galecki Financial Management INC
March 2005 - October 2005 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.