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 has been SEC-registered since 1994. Ownership is listed as individual, and the firm’s FINTRX classification is unclassified. In the snapshot data the firm is not identified as a capital allocator, is not flagged as an active ESG investor, and does not appear as a multi-state adviser or pension consultant. Public disclosures in the provided dataset are minimal. There are no firm-level descriptions of business activities, advisory services, target client segments, or stated investment strategies, and the firm did not supply details about its affiliations or industry activities in the available source material.

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
  • Philip Leung

    Registered Financial AdvisorCRD 1121435

  • Gary Leonard

    Managing DirectorCRD 4692890

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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