Montcalm Tcr LLC

Montcalm Tcr LLC (CRD# 164521) is a financial advisory firm headquartered in San Francisco, CA. They manage $134,000,000 in 55 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $2,436,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL

Financial Advisors at Montcalm Tcr LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kristen E. Lehman
CRD#: 5154936
1083 Mission Street, 2nd Floor, San Francisco, CA 94103
93
Wealthminder
score

Kristen Lehman (CRD# 5154936) is an Investment Advisor Representative working at Montcalm Tcr LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

2
Holly Z. Ruxin
CRD#: 2335513
1083 Mission Street, 2nd Floor, San Francisco, CA 94103
93
Wealthminder
score

Holly Ruxin (CRD# 2335513) is an Investment Advisor Representative working at Montcalm Tcr LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

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