Overview
Assets Under Management: $671 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 24
Average Client Assets: $5.9 million
Frequently Asked Questions
MONTROSE ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105918), MONTROSE ADVISORS INC is subject to fiduciary duty under federal law.
MONTROSE ADVISORS INC is headquartered in NEW YORK, NY.
MONTROSE ADVISORS INC serves 24 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, MONTROSE ADVISORS INC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MONTROSE ADVISORS INC manages $671 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, MONTROSE ADVISORS INC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.06%
Average Client Assets: $5.9 million
Total Client Accounts: 30
Discretionary Accounts: 24
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 105918
Filing ID: 2069067
Last Filing Date: 2026-03-26 13:12:36