Montcalm Tcr LLC

Montcalm Tcr LLC (CRD# 164521) is a financial advisory firm headquartered in San Francisco, CA. They manage $199,428,396 in 840 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
16 Funston Ave, Suite A, San Francisco, CA 94129
https://montcalmtcr.addepar.com
By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    840
    ACCOUNTS
  • Average Account Value
    $237,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, NY, TX

Financial Advisors at Montcalm Tcr LLC
Showing 1 - 1 of 1 top financial advisors.
1
Holly Ruxin, financial advisor San Francisco CA
Holly Z. Ruxin
CRD#: 2335513
16 Funston Ave, Suite A, San Francisco, CA 94129

Holly Ruxin (CRD# 2335513) is an Investment Advisor Representative working at Montcalm Tcr LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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