Montrose Securities International

Broker-DealerFINRA Member
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 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth