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 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
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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