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MONTROSE ADVISORS INC
MONTROSE ADVISORS INCORPORATED
CRD 105918 · SEC 801-45235
7 EAST 60TH STREET, 2ND FLOOR, NEW YORK, NY, 10022, United States
Phone
212-888-4747
Fax
347-635-1935
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$670.8M
Discretionary AUM
$135.0M
Team
5 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $141.3M |
| Pooled investment vehicles | 2 | $29.3M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD