Sign in
Create a free account
MONTROSE ADVISORS INC
NEW YORK, NY
212-888-4747
SEC #801-45235Total AUM
$670.8M
Employees
5Clients
28Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7 EAST 60TH STREET
2ND FLOOR
NEW YORK
NY 10022
United States
2ND FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
212-888-4747
Financials
Total AUM
$670.8M
Accounts
30Discretionary
$135M
Accounts
24Non-Discretionary
$535.8M
Accounts
6
Clients
HNW Individual Clients
24AUM
$141.3M
Pooled Vehicle Clients
2AUM
$29.3M
Charitable Organization Clients
1AUM
$1.2M
Investment Advisor Clients
1AUM
$499M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.