Montrose Securities International

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sausalito, California
CRD number
35603
Registered since
April 20, 1994

Firm profile

FINTRX

Overview

Montrose Securities International is organized as a corporation and is recorded in FINTRX as SEC-registered since 1994. Ownership is listed as individual-controlled and the firm is categorized as Unclassified in the dataset. The profile contains minimal operational detail: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not documented as a multistate or newly formed adviser. FINTRX also marks it as neither a pension consultant nor a related adviser. The source data does not supply a description of advisory services, client segments, fee schedules, or specific business activities, which limits the ability to characterize the firm’s client focus or service model beyond the registration and ownership attributes above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Gary Leonard

    Managing DirectorCRD 4692890

  • Philip Leung

    Registered Financial AdvisorCRD 1121435

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth