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MONTROSE PRIVATE CLIENTS
NEW YORK, NY
212-888-5252
SEC #801-9388Total AUM
$31.9M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
505 PARK AVENUE
20TH FLOOR
NEW YORK
NY 10022-1106
United States
20TH FLOOR
NEW YORK
NY 10022-1106
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
212-888-5252
Financials
Total AUM
$31.9M
Accounts
4Discretionary
$31.9M
Accounts
4Non-Discretionary
$0
Accounts
0
Clients
None reported
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
None reported
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.