Montrose Securities International
Firm details
- Headquarters
- Sausalito, California
- CRD number
- 35603
- Registered since
- April 20, 1994
Firm profile
FINTRXOverview
Montrose Securities International is organized as a corporation and has been registered with the SEC since 1994. The firm is owned by an individual and is listed in FINTRX as an unclassified adviser rather than under a more specific advisory category. The public record supplied does not include descriptions of the firm's client types, fee schedules, day-to-day business activities, or advisory offerings. Available filings and the snapshot indicate Montrose Securities International is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not characterized as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has declined to provide additional information about its activities or affiliations in the material reviewed.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Philip Leung
Registered Financial AdvisorCRD 1121435
Gary Leonard
Managing DirectorCRD 4692890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sausalito, CA
Marin
Location
Sausalito, CA
Headquartered in Sausalito, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 1 Harbor Dr
- Time zone
- PT (UTC-8)
- Office locations
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