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 is recorded in FINTRX as being individually owned. The firm is listed as “unclassified” in FINTRX’s taxonomy. Available profile fields show it is not identified as a capital allocator and is not flagged as an active ESG investor. The snapshot also indicates the firm is not designated as a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not populate several operational fields for Montrose Securities International (client base, fee structure, business activities and advisory activities), so there is limited public detail about the firm’s service model or target clientele in the source data.
Assets & Accounts
Location & Offices
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 2Gary Leonard
Managing DirectorCRD 4692890
Philip Leung
Registered Financial AdvisorCRD 1121435
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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