Montrose Advisors Inc

RIASEC Registered

Total AUM

$671M

Discretionary

$135M

20% of AUM

Avg account

$22.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105918
Registered since: November 23, 1993
Website: www.montroseadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Other Investment Advisers74.39%
HNWI21.06%
Pooled Investment Vehicles4.37%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Montrose Advisors Inc is an independent, SEC-registered registered investment adviser that has been operating since 1993. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. The firm also performs CPO/CTA activities. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Montrose does not present itself as an active ESG investor and is not flagged as a multi-state adviser in the provided data.