MONTROSE ADVISORS INC

RIASEC RegisteredEst. 1993

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 operating as a corporation and owned by an individual. The firm has been registered since 1993 and positions itself as a capital allocator that serves both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. Montrose also lists CPO/CTA activity among its business operations. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and does not report multi-state adviser status.